Platform Investor Experience Industry

RBC Wealth Management-U.S. and Addepar Collaboration Provides Best-in-Class Data Capabilities for Financial Advisors

Addepar

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RBC Wealth Management-U.S. has a network of more than 2,100 financial advisors in 180+ offices managing $542 billion in client assets. Their vision is to provide best-in-class technology experiences for financial advisors through integration with Addepar’s platform. 

 Addepar provides RBC Wealth Management advisors with robust data aggregation and reporting capabilities, even for alternative investments, and customizable visualization of client portfolios. Additionally, Addepar seamlessly integrates with RBC Wealth Management’s’ Salesforce instance to provide on-demand performance numbers to advisors. These capabilities have been a big hit with RBC Wealth Management financial advisors who are already using the platform. 

Greg Beltzer, Head of Technology at RBC Wealth Management says, “Our addition of Addepar’s software platform should further empower our advisors’ to build trusted relationships with their end clients, and ultimately, help them achieve financial goals.”

Access robust data and customizable reporting for complex investment portfolios

Addepar’s platform and robust data give advisors the ability to more efficiently service complex portfolios and investment needs. To do this, we can provide our clients with advanced reporting and analytics tools that allow them to leverage a complete view of performance metrics, including security level performance, across all assets in a portfolio.

 Addepar’s breadth of data, analysis and reporting capabilities will allow RBC Wealth Management advisors to deliver client-friendly views for even the most complex portfolios, including alternative assets, at scale. The Addepar platform can also analyze asset classes, currencies, or entities in a client’s portfolio, unlocking wider and deeper analytics.

Focus on client relationship-building with a complete investment picture

Addepar’s CEO Eric Poirier says, “Innovation is a constant in everything we do at Addepar. We continue to deliver value at scale by working closely with our clients, who are the industry's most cutting-edge, sophisticated wealth managers. Together, we challenge conventional approaches to maximize the benefits and positive impact to clients and the broader industry.”

 As investment portfolios become increasingly complex, Addepar enables advisors to take a sophisticated view of clients’ liquid and illiquid assets such as stocks, bonds, and private equity. The platform also provides the flexibility to customize how advisors present and communicate insights to clients in a timely, efficient way.