Services
Two services. One partner.
Most firms start with Addepar. Many don't stop there.
Service 01
Addepar Consulting
Addepar is one of the most powerful platforms in wealth management. Most implementations don't come close to using it well. We fix that — whether you're starting fresh, inheriting a mess, or running an instance that hasn't scaled with your firm.
Right fit if you're
- New to Addepar and want a proper setup from day one
- Inheriting a generic instance that needs to be rebuilt for your firm
- Live on Addepar but it hasn't kept up with how the firm has grown
Phase 01 — Assessment
A scoped review of your current Addepar setup — or discovery for new clients getting started. Covers entity structure, data feeds, private investment tracking, reporting, and integrations.
Phase 02 — Buildout
Your Addepar instance gets configured for how your firm actually operates. Entity structures, feeds, private investment tracking, custom reports, dashboards, integrations, and team training — all built to your specifics.
- Entity and ownership structure setup
- Data feed configuration and monitoring
- Private investment tracking and custom fields
- Reports, dashboards, and billing templates
- Third-party integrations
- Team training and SOPs
Phase 03 — Retainer
$2,000–$10,000 / month
Ongoing development and support. Your Addepar keeps evolving as the firm evolves. Direct access — not a support queue.
- Reporting evolution and new deliverables
- New Addepar feature rollout
- Workflow improvements and automation
- Full platform utilization
- New hire onboarding and training
- Quarterly strategy reviews
Service 02
Fractional CTO & Ops Consulting
Full-stack technology leadership on retainer. Ordric owns the roadmap, executes it, and keeps your firm operating with infrastructure that punches well above your headcount.
Right fit if you're
- Managing technology reactively, with no single owner of the roadmap
- Running disconnected tools with manual workarounds filling the gaps
- Ready to deploy AI and automation but lack the bandwidth to evaluate it
Phase 01 — Assessment
$2,500–$5,000
A full review of the firm's technology landscape. Vendors, workflows, integrations, security posture, and brand — assessed against where the firm is going.
Phase 02 — Buildout
Execute the roadmap. Vendor transitions, workflow automation, AI tooling, CRM configuration, integrations, and brand buildout — whatever the assessment surfaced as the highest-leverage work.
- Vendor evaluation and transitions
- Workflow automation (Zapier, Make, custom)
- AI tooling deployment
- CRM configuration and data cleanup
- Cross-system integrations
- Brand and digital presence buildout
Phase 03 — Retainer
$2,000–$10,000 / month
Ongoing technology ownership. Ordric stays embedded in the firm — managing the roadmap, executing the next priorities, and keeping the stack healthy. Direct access, not queues.
- Roadmap ownership and quarterly planning
- Full-stack oversight across all systems
- Vendor evaluation (no referral incentives)
- Tool documentation and process SOPs
- Team training on new systems
- Monthly strategy call + direct access