Technology Update

In 2018, we made significant improvement to our back-office technology. We have implemented a new portfolio management system called Addepar. This software is responsible for tracking client accounts, downloading transactions, calculating rates of returns, and generating reports.

Our clients should notice two major changes with the new software. First, your data will soon be available through an online portal. Over the years, we have had many clients request to have the ability to view all their accounts in one place. Addepar makes this possible. We hope you find the new portal both informative and intuitive.

The second major change that you will notice is the look of your new quarterly report. Addepar gives us the flexibility to provide you with new data that was not previously available. Please review the enclosed quarterly report as there are a few features we think you will enjoy.

In early February we will send you an email from no-reply@addepar.com with the subject line “You’ve been invited to the NorthWest Financial Portal”. From the link in the email you can set up a new password. Please bookmark https://northwestfinancial.addepar.com. It will also be available through our website.

Sample Welcome Email

Sample Welcome Email

In future iterations of the report, we hope to provide you with some additional portfolio accounting features that many of you have requested. For example, we hope to be able to show how much of your account change for the quarter was due to performance and how much was due to additions or withdrawals from your account.

Next quarter, you can expect to receive your quarterly report via an upload to the Addepar portal. You will receive an email when the report is uploaded and ready for viewing.

Our goal is to continue to provide you with information that is most important to you. Addepar is the next important step in that process.

If you have any questions about logging into the portal, please let us know. Thank you for allowing us to be of service to you.

Thomas Gross, CFP®

Content provided via quarterly reports and the Addepar portal is for informational purposes only and should not be used as an official statement. Past performance is not a guarantee of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any strategy will be successful.