The best client experiences
are created with Addepar

Our portfolio reporting platform is designed to help you make the best decisions and deliver on what matters most — your client goals.

Portfolio reporting
for the modern advisor

Your clients count on you to have the full picture. 

They wouldn’t want you to settle for anything less.

Solutions

Tailored, tech-forward solutions. All on a single platform.

Increase efficiency while delivering
high-touch service to clients.

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Secure technology for preserving and generating wealth.

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Provide a personalized wealth management
solution at scale.

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Modernize your legacy technology and unlock growth.

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Integrations

Integrate Addepar with all of your applications 

You can make Addepar even better by integrating it with the applications you use every day. We’ve pre-built integrations with our extensive market-leading partner network, so you can connect Addepar to the tools you use to run your business.

And, if there’s another integration you need, you can quickly create it to your specifications with our custom integrations.

Results

Thousands of wealth advisors count on us to help them deliver client results

$1.7T

Assets managed

on Addepar

14+

Markets worldwide

50%

Reduction in time
creating reports

25%

RIA clients on Addepar
outgrow their peers

We work with some of the best

Explore their stories    ➔