Caitlin Kneram at Fort Point Capital Partners focuses on how to meet the challenges of more asset types, more requests for customization, and a growing array of data sources amid higher client expectations.
(The speakers at PMCR 2026 are providing us with valuable insights into their day-to-day roles, new perspectives on where they think the industry is heading, and some sage advice for staying in the game. For this blog posting, Caitlin Kneram is answering key questions about her role as partner, head of reporting and analytics at Fort Point Capital Partners. The SEC-registered investment advisor (RIA) offers tailored investment solutions to individuals, wealth advisory firms, family offices, and institutions. The firm is based in San Francisco with offices in New York City and Los Angeles.)
Professional Background / Expertise
Q: Can you tell us a bit about your role and what your day-to-day looks like at Fort Point Capital Partners?
A: I lead the performance measurement and client reporting function at Fort Point. On a day-to-day basis, that means overseeing data integrity, reporting workflows, and platform optimization while partnering closely with advisors, operations, and compliance.
A big part of my role is balancing scalability with customization, ensuring our reporting processes are efficient and repeatable, while still meeting the variety of reporting needs of individual clients.
Q: What’s a recent project or initiative your team has worked on that has made the biggest impact for your organization?
A: One of the most impactful initiatives has been our firmwide transition to Addepar, paired with a broader effort to improve data governance and reporting quality.
Beyond the system conversion itself, we focused heavily on ownership structures, balance sheet reporting, and integrating alternative investments through tools like AltExchange. These efforts have significantly improved reporting accuracy, automation, and the client experience.
Q: What is your dream project?
A: My dream project would be building a fully scalable, end-to-end reporting ecosystem where data quality controls are embedded from the start, reporting templates are modular and reusable, and advisors can easily access meaningful insights without manual workarounds.
The goal would be to shift reporting teams from reactive problem-solving to proactive analysis and innovation.
Session Insights
Q: What inspired you to participate in PMCR 2026 and speak on your two sessions?
A: I really appreciate how PMCR brings together people who are truly in the weeds of performance and reporting. This will make the conversations practical and helpful for all. Both sessions reflect challenges I see every day, which is how to scale quality control as reporting becomes more complex, and how to communicate performance clearly without overwhelming clients. These are topics I’m passionate about and enjoy discussing with peers who face similar challenges.
Q: What makes these sessions especially relevant today?
A: Investment reporting, especially in the RIA [registered investment advisor] space, is becoming more and more complex. There are more asset types, more customization, more data sources, and higher client expectations.
At the same time, teams are being asked to do more with fewer resources. Getting reporting right, both from a quality control perspective and a presentation standpoint, is critical, and these sessions focus on real-world strategies that teams can actually implement.
Industry Challenges & Trends
Q: What’s one of the biggest challenges your team or clients are facing right now? How are you approaching it?
A: Data quality and consistency remain one of the biggest challenges, especially as firms integrate more alternative assets and external data sources. Our approach has been to invest heavily in data governance, ownership structure accuracy, and proactive monitoring.
We are constantly building controls upstream to help avoid fixing issues at the reporting stage.
Q: How do you foresee technology reshaping your area over the next year or two?
A: Automation and data analytics will continue to play a major role, especially in reducing manual reporting tasks and improving data validation. While A.I. has a lot of potential, I think the biggest gains in the next couple years will come from better system integration, smarter workflows, and cleaner data foundations. Firms that invest in these basics will be best positioned to leverage more advanced tools down the line.
Q: Which technology has impressed you? Which has disappointed you?
A: I’ve been impressed by platforms that focus on flexibility and transparency and offer tools that allow firms to adapt workflows without sacrificing control. While technologies that promise “out-of-the-box” solutions without acknowledging the need for thoughtful setup and data governance often fall short when put into practice.
The PMCR Experience
Q: What are you most excited about learning at PMCR?
A: I’m most excited to hear how other firms are tackling similar challenges when it comes to scaling reporting, managing alternatives, and balancing automation with customization.
Q: What do you hope attendees walk away with after hearing your sessions?
A: I hope attendees leave with actionable ideas they can take back to their teams, whether that’s a new way to think about quality control, reporting workflows, or how to present performance data more effectively to clients.
Getting to Know You
Q: What’s one thing people might be surprised to learn about you?
A: People are often surprised to learn how much I enjoy process design and operational problem-solving, it’s something I genuinely find fun. I love taking complex, messy workflows and making them cleaner and more intuitive.
Q: What’s the best piece of career advice you’ve ever received?
A: Don’t wait for things to be perfect before improving them. Progress and iteration matter more than perfection, especially in operational roles where complexity is rampant and moving toward automation is so critical.