BETTER REPORTING

Searching for best-in-class portfolio management software?

Leverage unparalleled analysis and reporting functionality through alternatives inclusion, custom attributes and drag-and-drop customization. Deliver an exceptional client experience at scale, with Addepar.

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Enhance your reporting. Power more informed decisions.

See the whole picture
Analyze and report on a complete view of portfolios — one that includes alternatives and private investments
Cater to client needs
Build bespoke, branded reports with custom attributes catered to your clients’ specific needs and deliver it to them seamlessly via the Client Portal
Customize reports with ease
Quickly and easily customize report templates with our drag-and-drop tool
Tailor displays for every role and strategy
Leverage Dashboards’ drag-and-drop capabilities, custom color palettes and flexible layouts for easy access to personalized insights

The ability to customize in Addepar is unique. It was a differentiating factor for us. You can pop open a blank canvas and drag a pie chart or apply a filter to a portfolio table — you can do all kinds of things.

If you want to build a report in a competing software, you have to email them and say ‘can you build me this?’ You then have to wait potentially days or weeks for the turnaround and have to pay an additional fee.

The customized reporting tools Addepar gives to its clients are much more sophisticated, and I think Addepar has a big edge on that.

Yuriy Shteinbuk

Managing Director, CAM Capital (Caxton Alternative Management LP)

Addepar is a very robust database with an unlimited number of variables and attributes for investment information. We’re able to create customized reports and views that we weren’t able to create on legacy systems. And we’re able to take a deeper look at portfolios in seconds versus hours or days it would have taken on legacy systems.

Ben Novak

CFO, Cherry Creek Family Offices