-
Holistic portfolio analysis
Intuitively model every asset, including alternative investments, for apples-to-apples comparisons. Or drill down into any level of granularity, empowering smarter investment decisions. -
Drag-and-drop reporting
Create bespoke reports in minutes with our drag-and-drop report builder. Build new or use out-of-the-box templates, quickly customisable with your firm’s branding. -
Dedicated Client Portal
Easily share tailored, comprehensive performance information thats accessible anytime on mobile or web. Elevate client engagement and deliver insights in the format you — and your clients — prefer. -
Automated data management
Levearge Addepar's 400+ custodians included in our automated T+1 data feeds, and our normalised data set, covering the entire investable universe. Benefit from a best-in-class verification process for enhanced quality, accuracy and efficiency.