Benefit from Addepar’s integrated data feeds, which receive client portfolio data from custodians, fund administrators, and data warehouses. Model every asset, including alternative investments, for apples-to-apples comparisons and insights.
Say goodbye to legacy systems.
Choose a platform that’s future-ready.
Addepar is a complete family office technology solution that transforms your approach to wealth management so that you can drive greater outcomes for the families in your care. With Addepar, simplify complex family portfolios and see every asset — including alternatives — all in one place.
$6T
assets managed
on Addepar
100,000+
users
50%
dedicated to R&D
86%
of clients save time on custom reporting with Addepar
A family office technology solution
Boost efficiency and empower smarter investment decisions
Automate portfolio data aggregation to simplify data management, reduce errors and enhance data quality, with Addepar’s best-in-class verification process.
Easily create bespoke reports in minutes with our drag-and-drop report builder. Leverage our multi-currency reporting and customise reports with your firm’s branding — delivering for your families in a format suited to their needs.
Easily share key portfolio insights, reports and files with asset owners using the Addepar Client Portal. Optimise and personalise every view to deliver information in the format you — and your clients — prefer.
Change Management
Transition to your new family office software with ease
Move on from your legacy system while minimising disruption, with Addepar's onboarding and implementation process — streamlined and tailored to meet your single or multi-family office needs. Harness the support of our dedicated onboarding team who will introduce you to our core analysis and reporting products, so you can hit the ground running. Partner with a dedicated client success manager to oversee your journey.
Benefit from localised server hosting
With Europe-based server hosting, benefit from efficient data processing; minimised downtime as a result of alignment with European operational hours; and enhanced data security
Take advantage of close alignment with local regulatory requirementsTake advantage of close alignment with local regulatory requirements
Access all-hours support
Partner with a designated client success manager to oversee your journey
Access all-hours support throughout the week from a team of finance and technology experts, through the platform or by phone
Leverage open APIs
Seamlessly integrate with almost any proprietary or third-party technology with our suite of open APIs, and spend less time moving between systems for enhanced efficiency
Access our expanding library of established tech, data and services partners, providing your firm with a solution to most use cases
Frequently asked questions
Yes, Addepar is designed to handle even the most complex investment portfolios. Our platform aggregates and analyses data from various sources, including alternative investments, to provide a holistic view of your clients' wealth. You can confidently manage diverse asset classes and investments.
Addepar offers customisable reporting and client engagement tools. You can create branded, client-specific reports and dashboards that showcase your value and insights. This enables you to engage clients more effectively and demonstrate your expertise.
Addepar takes data security and compliance seriously. We employ industry-standard encryption and access controls to protect your data.
Our Integration Centre features an expanding group of providers, empowering you to connect Addepar to connect with best-in-breed tools across a wide variety of categories from CRMs to risk management. We also have a suite of open APIs and resources to develop new solutions and seamlessly integrate Addepar with almost any system or workflow, proprietary or third-party.
Addepar offers ongoing support to ensure your success. During onboarding, you'll have access to our support team, and we'll provide comprehensive training resources. Additionally, get access to our on-demand Help Centre and online training portal to kickstart your experience. Once you’ve hit the ground running, continue to partner with a dedicated client success manager to oversee your long-term journey and help to maximise your success.
Increase efficiency with Addepar
Do you want to integrate alternatives, automate data aggregation, and create bespoke reports in minutes?
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