Expert in technology and data solutions for investment professionals, Addepar, has announced a joint venture with Itaú Private, a provider of private banking services.
Through this strategic partnership, Itaú Private will have unique access to Addepar’s extensive data aggregation and performance reporting platform in Brazil, which will improve the bank’s capacity to provide advisers and clients with premium service and investment solutions.
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Itaú Private clients will benefit from this relationship by having access to strong tools and comprehensive reports that offer insights into their worldwide wealth, including balances, transactions, returns, and historical data, both onshore and offshore.
These features will allow for a completely automated and customised assessment of all client’s distinct financial requirements and preferences.
Addepar provides modern financial technology solutions to investment professionals in over 45 countries, catering to a global clientele. With its strong data aggregation and performance reporting tools, the platform presently manages over $6trn in assets and enables clients to make improved choices and provide guidance.
Fernando Beyruti, global head of Itaú Private Bank stated: “The partnership with Addepar brings a new level of sophistication to the services we offer, allowing us to better align our solutions with each client’s distinct goals. This initiative also enables us to introduce an advisory model that evaluates clients’ total assets, deepening our relationships and reinforcing our commitment to client-centric services.”
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By GlobalDataPeter O’Brien, global head of sales and partnerships at Addepar added: “We are excited to collaborate with a market leader like Itaú Private, enabling us to bring our advanced financial technology solutions to one of the most dynamic and innovative private banks in the world. Together, we are committed to empowering Itaú Private’s advisors with state-of-the-art tools that drive efficiency and deliver exceptional value to clients.”
