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Broker-Dealer

Your partner
in innovation

Addepar supports your digital transformation strategy and satisfies the most discerning advisors.

FOR BROKER-DEALER

Businesses bound to legacy systems lack the agility to adapt to new challenges and deliver on rising client expectations. Addepar helps you modernize your technology and unlock growth.​

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

Experts dedicated
to your success

  • 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

A global partner

  • We proudly support clients in over 14 countries
  • Create reports in any language and any currency

Recruit and retain talent

  • Use best of breed technology to help you recruit and retain top advisor teams
  • Provide talent with the tools to differentiate their client experience
 

Testimonials

You're in good company

Read case studies
Morgan Stanley
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