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Flexible, custom reporting
Easily create bespoke reports in minutes with our drag-and-drop report builder. Build new or use out-of-the-box templates. Quickly customise with your firms branding. -
Elevated client engagement
Easily share key portfolio insights, reports and files with your clients using the Addepar Client Portal. Optimise every view to deliver information in the format you — and your clients — prefer. -
Streamlined workflows and analysis
Empower your firm with personalised dashboards that provide a comprehensive overview of tasks and portfolio data. Gain a holistic view of client portfolios or drill down into any level of granularity. -
Quality data management
Automate data aggregation and leverage our best-in-class verification process to enhance data quality. Benefit from Addepar’s integrated data feeds and see every asset, all in one place.
Giving you back time to spend with your clients
Addepar is a wealth management solution that transforms your approach to reporting, data and analysis — so that you can drive greater outcomes for the portfolios in your care.
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assets managed
on Addepar
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users in 45+ markets worldwide
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dedicated to R&D
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of clients save time on custom reporting with Addepar
A wealth management technology solution
Boost efficiency and empower smarter investment decisions
Change Management
Transition to your new wealth management platform with ease
Move on from limiting legacy systems while minimising disruption, with Addepar's onboarding and implementation process — streamlined and tailored to meet the needs of your firm. Harness the support of our dedicated onboarding team so you can hit the ground running.
Kickstart a lasting partnership
Choose to implement our wealth 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
Take your alternatives data management to the next level
Manage your alternatives with ease, with Addepar's automated alternatives management tool. Mitigate risk with our best-in-class verification process — combining AI-enabled technology with human oversight. Say goodbye to manual process and streamline your workflows.
Go further with our total portfolio projection solution
Leverage Addepar’s complete forecasting and modeling tool — allowing you to simulate scenarios and forecast private fund cash flows across different private market assets. Get ahead of complex private market investments with granular, tailored analysis.
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.
Increase efficiency with Addepar
Do you want to model data across asset classes, automate data aggregation, and create bespoke reports in minutes?
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