Financial Planning Integrations Will Power Up Your Firm
Working alongside clients and deeply understanding their needs has been our approach to identifying which integrations will best supplement Addepar — and ultimately make advisors’ lives easier...
Platform
Top 3 Tips For Moving Clients to Mobile
As an advisor, your clients have high expectations and rightfully so based on the tech available at our fingertips today...
Platform
Designing for Private Wealth Management: Building Simple Products for Complex Portfolios
High net worth investors have complicated financial portfolios. They are underserved by technology, with most tech providers offering unsatisfying products...
Platform
The Who’s Who Of Addepar Avatars
Anyone who works in the financial services industry can tell you that there are a lot of expectations to manage day-to-day. Feedback comes from all angles: the client, the boss, the boss’s boss...
Platform
How Client Experience Measures Product Success
The success of a product hinges largely on thoughtful design and development that creates a clear and intuitive user experience. The consequences of getting it wrong can mean the difference between succeeding...
Platform
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Addepar Posts Record Quarter and Exceeds $2 Trillion of Assets on Platform
We’re proud to share that Addepar has reached a milestone and surpassed $2 trillion in client assets on our platform...
Platform
Introducing the Addepar Investor Sentiment Index
Introducing the Addepar Investor Sentiment Index (Addepar ISI)—a transactions-based index of high-net-worth (HNW) and ultra-high-net-worth (UHNW) investor sentiment derived from U.S. equity transactions...
Platform
Why Billing Helps Build the Foundation of Client Trust
An essential element of any value proposition is demonstrating that you’re faithfully meeting your fiduciary duty to act in your clients’ best interest...
Platform
Future View: Addepar Acquires RCI to Help Clients Make Better Investment Decisions
We’re excited to announce that Addepar has acquired RCI so that we can directly offer our clients powerful tools to model and analyze portfolios in a forward-looking way and empower them to continue making more...
Platform
Addepar Affirms Dominance with the World’s Leading RIAs and Family Offices
Addepar emerged from the 2008 downturn and from the beginning, the platform was built to adapt to market volatility and change. And we certainly saw that in 2020...
Platform
Addepar Acquires AdvisorPeak to Help RIAs Trade and Rebalance More Efficiently
We’re excited to announce the acquisition of AdvisorPeak, a leader in providing agile rebalancing, trading and order management capabilities...
Platform
RBC Wealth Management-U.S. and Addepar Collaboration Provides Best-in-Class Data Capabilities for Financial Advisors
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...
Platform
Investor Experience
Industry
Simplifying the Tech Stack Build with the Addepar Integration Center
A well-balanced operational stack of technology, data and best-in-class services can streamline every aspect of your business–but the process of designing that stack has its challenges....
Integrations
Platform
Innovate with RIA Fintech
Financial technology, or fintech, aims to improve or automate valuable financial services....
Platform
Financial Advisor Tools that Give You More Time with Clients
High-level software and financial advisor tools aren’t reserved solely for the financial planner. Wealth managers and advisors also find value using these planning tools when developing an investment strategy...
Platform
Inside Addepar: October 2022
Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients....
Platform