Make smarter investment decisions and drive greater outcomes for the portfolios in your care.
A platform built to simplify complexity
Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology so that you can do what you do best—even better.
WHY ADDEPAR
A complete, transformative technology and data platform.
$6T
assets managed
on Addepar
45+
markets worldwide
1,000+
leading firms globally
100,000+
users
Data to power unparalleled flexibility
Integrated solutions that enhance workflows
Align portfolios to targets with portfolio decisions powered by aggregated Addepar data.
Rebalance on demand for select accounts, households, portfolios or an entire book of business.
Model asset allocations–including illiquid assets–to optimally achieve your client’s goals, objectives and cash flow requirements.
Choose from various capital market assumptions to test hypothetical performance across different scenarios.
Simplify the calculation, production and tracking of fees, and run and review any bill across all accounts.
Billing summary and fee detail pages offer a more digestible layout and capture granular fee calculations used to generate bills.