Three Firms, One Platform: A $16B RIA’s Tech Transformation Story

Laird Norton Wetherby merged three firms, creating a $16B powerhouse with complex operational needs. See how they chose a single tech platform to unify systems, streamline alternatives management, and enhance client service.

Merging successful firms presents immense challenges, from integrating disparate systems to managing complex client portfolios. Laird Norton Wetherby, a $16B RIA, faced this exact scenario, juggling legacy tech, inefficient workflows, and rising demand for alternative investments.

They needed a unified platform that could scale their operations and elevate the client experience without disrupting business. This case study details their journey and how they achieved a seamless transition.

Download this case study and learn how to:

• Unify data and systems from multiple firms onto a single platform.
• Save 40+ hours per week on managing alternative investments.
• Reduce client reporting time by over 1,000 hours annually.
• Enhance client service with on-demand portal access and faster responses.

Offered Free by: Addepar