As the product owner for Addepar Trading, I've seen firsthand the challenges financial advisors and traders face when managing portfolios. Traditionally, managing assets, executing trades and adhering to compliance regulations demands a complex array of software solutions, each with separate logins, disparate interfaces and constant need for data transfers. 

At Addepar, we envisioned a better solution by listening closely to our clients and understanding the market’s evolving needs and challenges. This insight led us to develop a centralized platform that simplifies and streamlines all aspects of trading. As an extension of the Addepar ecosystem, Addepar Trading enhances trading operations from inception to execution with a unified dataset, streamlined navigation and efficient workflows.

Robust capabilities for all your trading needs

Addepar Trading is powerful, supporting a range of functionalities tailored to the needs of modern financial advisors and traders. With it, you can power best thinking with access to: 

  • Flexible Model Construction: We understand that each client is unique, so our solution allows you to tailor investment strategies with various combinations of asset allocations and security fulfillments leveraging tiered model capabilities.

  • Bulk Trading and Household Rebalancing: Manage, modify and apply models to large volumes of portfolios with precision — essential for advisors handling extensive client lists.

  • Advanced Order Execution: Choose traditional flat-file order execution for compatibility or upgrade to FIX Trading for advanced automated execution capabilities within the trading ecosystem.

  • Pre-Trade Compliance Checks: With Addepar Trading, ensure all trades comply with regulatory requirements and internal guidelines before execution.

  • T-0 Data: The Investment Book of Record (IBOR) upgrade enhances your portfolio management by providing a timely, accurate view of your portfolio positions and exposures, enabling more informed decision-making throughout the trading day.

The benefits of the Addepar platform

Integrating Addepar Trading into your workflow brings with it the power of the entire Addepar platform, including:

  • Unified data: Imagine starting each day with comprehensive, timely financial data readily accessible within your trading solution. This seamless integration ensures that the data you use for trading is always the most recently available and consistent, powering precise execution and strategy adjustment.

  • Effortless navigation: Since Addepar Trading is an extension of the Addepar platform, moving between portfolio analysis and trading functionalities is smooth and hassle-free. This not only saves time but also enables better focus.

  • Streamlined workflows: Addepar Trading optimizes every element of the trading process. From order initiation to the final stages of post-trade processing, our solution supports a workflow that operates like a well-oiled machine. The ability to initiate bulk trades, manage complex client restrictions, and adhere to compliance standards all within a single, cohesive system reduces the potential for errors and cuts down on time spent on each task.

Scalability for evolving needs

Addepar Trading grows with your business. Whether you’re expanding your client base, managing increasingly complex portfolios, or navigating changing market conditions, our solution adapts to meet your needs. This ensures that Addepar Trading remains a tool you can rely on for top-tier performance, no matter the demand. Learn more about how Addepar Trading was designed to scale.

Trading transformed

At Addepar, we're transforming the trading experience by integrating sophisticated capabilities into a seamless, intuitive platform. This eliminates the need to juggle multiple systems and their complexities, allowing you to focus on what matters most — delivering superior outcomes for your clients. With Addepar Trading, you're not just keeping pace with the markets; you're staying ahead.

Explore Addepar Trading today.