BETTER REPORTING

Seeking better reporting? The solution is simple, and scalable.

Addepar invests $100M into R&D annually to deliver best-in-class portfolio management. See the difference a scalable platform, simplified reporting and 400+ direct data feeds makes.

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Choose innovation. Manage portfolios at scale.

  • See the whole picture
    Analyze and report on a complete view of portfolios — one that includes alternatives and private investments

  • Harness Dashboards for personalized insights
    Create flexible dashboard layouts with drag-and-drop widgets, adjustable widths and customizable color palettes

  • Inform decisions with superior data
    400+ pipelines into custodians, fund administrators and proprietary data warehouses provide you with precise, timely, validated and normalized data

  • Benefit from unparalleled innovation
    We dedicate 60% of our workforce and $100M annually to R&D, innovating based on client feedback to deliver leading-edge solutions that address real needs

Trust is integral to Winthrop’s client relationships. We needed a partner that understood this, and would not only help establish confidence in data accuracy but also act as a single source of truth for our reporting and analysis.

Max Winthrop

CEO, Winthrop Wealth

Addepar has allowed us to scale without doubling or tripling our operations team. We’ve managed to handle a larger, more diverse client base and meet their more demanding needs with almost flat headcount over the last few years.

Bill Miller

Managing Director, Makena Capital Management, LLC

We greatly appreciate Addepar’s willingness to innovate and its forward-looking approach. The regular rollout of new features and functionality keeps us at the forefront of the financial technology space. We’ve been made to feel like a part of the conversation with their development team from day one, giving us a partner that can adapt and evolve with our growing needs.

Carter Bayer

Director of Operations, Croak Capital