Boreal Capital Management in the News: Global Firm Ramps Up Efficiency and Quality of Client Reporting

https://addepar.com/case-studies/boreal-capital-management

Boreal Capital Management is an independent wealth management services firm, with offices in Miami and Zurich, that specializes in serving high-net-worth individuals and families throughout Latin America and Europe. Many of Boreal’s clients have complex investment portfolios that span multiple custodian banks and currencies. A key component of Boreal’s comprehensive wealth structuring and investment management offering is the firm’s robust portfolio monitoring and reporting capability.

Boreal understands the importance of investing in technology that easily consolidates and standardizes client data from multiple sources, ensuring transparency for clients while also improving operational efficiency. They chose Addepar to scale successfully. The partnership between Addepar and Boreal has grown tremendously. Since joining with Addepar in 2018, Boreal has seen an increase in assets under management of 35% and 679 new clients.

 

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Past performance does not guarantee future performance, and none of the information is intended to suggest that any of the returns set forth herein will be obtained in the future.

The fact that BCM can provide information regarding the status, development, evaluation, etc. in relation to markets or specific assets cannot be construed as a commitment or guarantee of performance; and BCM does not assume any liability for the performance of these assets or markets.

Data on investment stocks, their yields and other characteristics are based on or derived from information from reliable sources, which are generally available to the general public, and do not represent a commitment, warranty or liability of BCM.

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