Addepar is a global technology and data platform that transforms your approach to reporting — so you can deliver tailored insights to your clients easily and efficiently.
$7T+
assets managed
on Addepar
100,000+
users
50%
dedicated to R&D
86%
of clients save time on custom reporting with Addepar
A wealth management technology solution
Boost efficiency and nurture client relationships
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Use our drag-and-drop tools
Make generating reports easy with our drag-and-drop report builder, allowing you to create a report in just a few clicks. -
Create custom reports
Easily customise reports with your firm’s branding, and populate with the insights your clients need. -
Leverage or build templates
Use the out-of-the-box report templates provided or save new layouts as templates — for seamless replication. -
Deliver in any format
Share reports, files and insights with the Addepar Client Portal, providing tools to help optimise client engagement.
Partner with Addepar for the long-term
Implement our portfolio management solution and feel reassured that the platform is future-ready, minimising disruption for your firm.
Leverage products and features designed to meet the evolving needs of the clients you serve, with our continued dedication to innovation.
Access all-hours support throughout the week
Partner with a designated client success manager to oversee your journey.
Access all-hours support throughout the week from a team of finance and technology experts, through the platform or by phone.
Leverage open APIs
Seamlessly integrate with almost any proprietary or third-party technology with our suite of open APIs, and spend less time moving between systems for enhanced efficiency.
Access our expanding library of established tech, data and services partners, providing your firm with a solution to most use cases.
Frequently asked questions
Our Integration Centre features an expanding group of providers, empowering you to connect Addepar to connect with best-in-breed tools across a wide variety of categories from CRMs to risk management. We also have a suite of open APIs and resources to develop new solutions and seamlessly integrate Addepar with almost any system or workflow, proprietary or third-party.
Addepar offers ongoing support to ensure your success. During onboarding, you'll have access to our support team, and we'll provide comprehensive training resources. Additionally, get access to our on-demand Help Centre and online training portal to kickstart your experience. Once you’ve hit the ground running, continue to partner with a dedicated client success manager to oversee your long-term journey and help to maximise your success.
Yes, Addepar is designed to handle even the most complex investment portfolios. Our platform aggregates and analyses data from various sources, including alternative investments, to provide a holistic view of your clients' wealth. You can confidently manage diverse asset classes and investments.
Addepar offers customisable reporting and client engagement tools. You can create branded, client-specific reports and dashboards that showcase your value and insights. This enables you to engage clients more effectively and demonstrate your expertise.
Addepar takes data security and compliance seriously. We employ industry-standard encryption and access controls to protect your data. Our platform also supports compliance reporting and helps you adhere to industry regulations.
See a Sample Report
Download a sample report to find out more about Addepar’s reporting capabilities.