Addepar supports your digital transformation strategy and satisfies the most discerning advisors.
Our industry-leading data aggregation and reporting capabilities enable you to manage your client’s wealth holistically to build long-lasting, trusted relationships.
Aggregates all financial accounts to provide a consolidated view of portfolios, no matter the type of asset class, currency, or entity
Instantly analyze and visualize portfolio data, including liquid and illiquid client portfolios
Quickly create fully customized reports tailored to client needs
Data aggregation and reporting capabilities provide management with a consolidated view of the firm’s book of business as well as valuable business intelligence.
See held-away assets as well as your firm’s overall wallet share, and prioritize opportunities and vulnerabilities for your firm and your clients
Understand transactions taking place elsewhere to assess product gaps and client needs
Addepar partners with you to implement a scalable and secure platform that improves operational efficiency.
Dependable platform availability and peak performance at any scale
A multifaceted data security program that ensures the confidentiality and integrity of data that is trusted by financial firms around the world
Digital audit trail and permission tools enable compliance goals
Make your platform work the way you want with enterprise-grade integrations that seamlessly connect with your other tech.
Use pre-built applications to connect Addepar to all the tools you use to run your business
A robust API toolkit allows you to easily build seamless integrations with proprietary or legacy systems and other tech partners
Align portfolios to targets with portfolio decisions powered by aggregated Addepar data.
Rebalance on demand for select accounts, households, portfolios or an entire book of business.
Model asset allocations–including illiquid assets–to optimally achieve your client’s goals, objectives and cash flow requirements.
Choose from various capital market assumptions to test hypothetical performance across different scenarios.
Simplify the calculation, production and tracking of fees, and run and review any bill across all accounts.
Billing summary and fee detail pages offer a more digestible layout and capture granular fee calculations used to generate bills.
Experts with a track record of implementations with complex institutions
We partner with you on adoption plans to help you effectively streamline the change management process
We proudly support clients in over 14 countries
Create reports in any language and any currency
Use best of breed technology to help you recruit and retain top advisor teams
Provide talent with the tools to differentiate their client experience
Large institutions are using Addepar every day to meet the demands of the digital age, where speed, efficiency, and data security are key.
In our view, Addepar is a leading technology solution when it comes to providing reporting for our clients with sophisticated financial needs.
Sal Cucchiara
Morgan Stanley