Designed to capture every detail of the most sophisticated portfolios
One of the things that was really intriguing to us about Addepar was the whole idea that the company was formed because the founders were frustrated with their own inability to get consolidated financial reporting for their own portfolios.
Investors have a view that consolidated financial reporting across lots of different asset classes should be super simple. And yet it’s incredibly complicated for a whole host of reasons. This is where Addepar comes in. Addepar allows you to delve into the details of transactions and exposures across all asset classes, currencies, and ownership structures.