“Addepar is a cutting-edge solution that provides new insight through its deep analytics and streamlined reporting capabilities. For our advisors, it removes the burden of reporting and allows them to more accurately communicate performance. And, our clients benefit too, with straightforward statements that are easy to interpret. Addepar’s reporting system captures the relevant information enabling both advisors and clients to have meaningful, relevant, and timely portfolio discussions.”
Robertson Stephens Wealth Advisor
"No other solution came close, and we evaluated dozens of options. Addepar provides a high level of consistency with timely and accurate direct custodian feeds, allowing this information to be represented in elegant reporting tools. It just connotes ease, trust and safety."
Silicon Valley Bank Wealth Advisor
"As we look to grow the number of people and portfolios we work with, Addepar is furthering our efforts. Addepar offers a level of transparency that’s hard to achieve without a huge back office. It offers immediacy and efficiency that’s otherwise impossible. That’s enabling us to offer dramatically better service to our clients."
Rincon Advisors Family Office
“I’m a huge advocate for Addepar because it fits so well with how we operate. We’re a small shop and we want to stay lean. We’re able to look at the whole portfolio and all the elements of it very efficiently in Addepar. It’s a great selling point to be able to talk to clients about our state-of-the-art reporting system.”
Cherry Creek Family Offices Family Office