Leverage our data infrastructure to unify client assets and scale operations. Turn your portfolio data into a firm-wide competitive advantage.
0
assets on platform
0
alternative assets on platform
0
leading firms globally
0
direct feeds
Your clients expect a complete picture. Your infrastructure should deliver one.
Most banks are running platforms not built for today's asset complexity, client expectations, or competitive pressure.
Before Addepar
With Addepar
Before Addepar
Hidden assets limit relationships
Client assets often sit off the platform. Advisors who can't see everything can't advise on everything.
With Addepar
Total visibility for complete advice
Unify holdings into a single client view. Automate capital calls, distributions and valuations.
Before Addepar
Manual reporting limits your scale
UHNW clients demand bespoke reporting. Delivering it at scale forces costly manual assembly.
With Addepar
Scale custom reporting firm-wide
Generate custom reports without manual assembly. Deploy auto-updating templates via secure portal.
Before Addepar
You have data, but cannot act on it
Banks have a lot of data. Without a unified foundation, patterns and risks remain invisible.
With Addepar
Unify data for actionable insights
Connect books, analytics & reporting in one platform. Track assets, share & performance via AI.
A unified data foundation built for your entire firm
For advisors and private bankers:
Unlock the full relationship
Access a consolidated view across custodians, asset classes and held-away positions. Customize bespoke reports quickly. Win more mandates and deepen relationships with visibility competitors can't match.
For operations and tech:
Scale without friction
Connect to existing systems via API without flat file exports or overnight batching. Automate data validation and structured review workflows for operations. Deploy a managed data lakehouse that puts clean portfolio data alongside your internal analytics and AI.
For leadership:
Access firm-wide intelligence
Obtain a unified view across business lines, geographies and advisor books in a single dashboard. Track asset movement, wallet share and team performance without pulling from separate systems. Minimize compliance burden with built-in governance controls and audit trails.
Your business model is unique. Your platform needs to match.
From global banks to regional broker-dealers,
Addepar adapts to the structure of your business.
Global
Private Banks
Model complex UHNW entity structures natively to deliver total wealth visibility and bespoke, high-touch reporting.
Wirehouses &
Broker-Dealers
Scale your reporting infrastructure effortlessly across thousands of advisors and millions of accounts with a platform built for true enterprise volume.
Wealth Management Divisions
Unify cross-business visibility while maintaining the strict governance and compliance controls required of a regulated institution.
Trusted by enterprise leaders
Lead the way with Addepar
Frequently Asked Questions
Addepar has successfully guided some of the world's most sophisticated institutions through complex, large-scale migrations. To help de-risk and accelerate your onboarding, we offer specialized implementation resources, including dedicated engineers who embed directly into your project , working alongside our proven Addepar Implementation Methodology (AIM). We also offer a premier data validation service specifically designed to support historical data conversions. Your historical data and attributes are loaded and rigorously validated within a configuration testing Sandbox before go-live. This approach helps reduce the carrying forward of errors from prior systems and allows your team to validate workflows safely without production risk.
Yes. Addepar is engineered specifically to model the complex financial reality of UHNW families and enterprise institutions. The platform natively handles intricate ownership structures (partial and multi-layered), multi-currency capabilities and opaque alternative assets. In fact, over 40% of the assets on our platform are alternatives. We provide a single, authoritative view across all these dimensions, empowering your advisors to deliver complete advice and bespoke reporting without being limited by what the system can show.
Addepar solves this by functioning as a unified global operating system for your firm. For your internal data, we offer dedicated engineering resources to build scalable integrations with your enterprise-critical systems, including master data management (MDM) systems, data lakes and integrating with your existing books of record. For external data, we recognize that up to 90% of total client wealth is often held away and invisible to advisors. We capture this using our network of over 500 direct data feeds, validating data across external custodians and fund administrators. This gives your leadership and advisors a complete, panoramic view of the full client wallet across all business lines and regions.
Addepar views AI as a unified intelligence layer built directly upon Addepar's clean, connected and permission-aware data model. Our conversational AI, Addison, is purposefully designed to amplify human expertise and solve friction across data processing, operational efficiency and portfolio understanding. Crucially for enterprise compliance, all AI capabilities are developed within strict governance frameworks that mandate transparent, auditable insights, secure AWS-hosted environments, and role-based permissions that mean sensitive data is rarely exposed improperly.
Absolutely. Addepar is built with an open architecture and robust APIs designed to integrate cleanly with your existing enterprise stack, including CRMs, order management systems and general ledgers. We also offer advanced data exchange capabilities that allow you to securely connect and move data fluently between Addepar, your proprietary internal systems and third-party applications. This integration fabric eliminates manual workflows and establishes Addepar as the central operating hub for your firm's data.
The true justification lies in calculating the hidden costs of your legacy system: manual reconciliation hours, disjointed reporting and the revenue lost when advisors cannot see or advise on held-away assets. Forward-thinking banks partner with Addepar to eliminate these bottlenecks, gaining a firm-wide panoramic view across regions and business lines. We offer specialized implementation teams to guide you through these complex conversions, drastically reducing deployment times. By transforming your infrastructure, you position your firm to attract top advisor talent, securely scale operations without adding proportional headcount, and drive measurable growth in wallet share.
Addepar employs enterprise-grade security protocols, featuring data encryption at rest and in transit. We maintain SOC 2 Type II compliance and conduct regular third-party penetration testing.
Timelines vary based on legacy data complexity, custodial feeds and historical data migration requirements. Addepar pairs you with a dedicated implementation team of domain experts who guide you through data aggregation, entity mapping and report customization, ensuring a smooth transition and time-to-value.