Technology
Digital Digest: The Latest Tech News – Artorius, Addepar

The latest technology news in the wealth management sector from around the world.
Artorius, Addepar
Artorius, the
UK-based group, has chosen Addepar, the software and data
platform, for data aggregation, analytics, and performance
reporting capabilities for its multi-family office business.
The arrangement means that Artorius’ family office clients will
have a consolidated, real-time view of their entire portfolio
across assets and liabilities, including traditional,
non-traditional and illiquid assets.
As part of the process, Artorius will leverage Mirador to
implement the technology and deliver services once implementation
is complete.
Established in 2015, Artorius is based in Manchester and advises
clients across the UK. It services £1.6 billion ($1.97 billion)
in assets and is owned by management, employees, and a small
group of high net worth individual shareholders.
In Addepar’s case, more than 800 firms use its services and it
has clients in more than 30 countries. Collectively, its platform
covers more than $4 trillion in assets. It has offices in areas
such as Silicon Valley, New York City, Salt Lake City, Chicago,
London and Edinburgh, Scotland.