Confidence is key in challenging markets

The right technology, data and perspectives ensure you can deliver optimal outcomes for your clients in the most challenging market conditions. Addepar’s industry-leading data aggregation, powerful modeling tools and customizable reporting empower you to deliver for even the most complex portfolios in your care.

Don’t let your technology hold you back

When you have a platform that enables you to aggregate all of your client’s assets – including alternatives, assets held away, real assets and more – it delivers to you both a full, rich picture that is timely and accurate and allows for holistic modeling and smarter decisioning.

Addepar name best-in class in 2023 Aite-Novarica RIA Report

Addepar is delighted to be named Best in Class in this year’s Aite-Novarica report – an exciting recognition of our dedication to building innovative products for wealth managers and investment professionals around the globe who seek to deliver exceptional results for the portfolios in their care.

Navigating portfolio risk and liquidity with tech and data powered decisions

Heightened market volatility brings with it an increased need for new decision-making tools and allocation strategies that can increase portfolio returns while lowering risk.

Three tips for managing client expectations in uncertain markets

The latest news from the markets has investors reaching out to their advisors for information on their portfolios. Respond with timely, accurate data-driven answers.

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Balancing high-tech and high-touch service for younger investors

In times of market uncertainty, personalized client service and support from human advisors become even more important to investors.

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Four ways to make your tech upgrade easier

Recent research surfaced four key characteristics of tech onboarding that can help you minimize disruption and find success.

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If you are looking for technology, make sure that it solves a variety of your business needs. Start with a technology that covers your immediate needs, but can grow with you over time. You might not know what that looks like today, but just know that it's not so structured and so complicated that you can't carry it into your next phase of growth.

Melissa Giles

Director of Portfolio Management, Americana

With Addepar’s R&D, the tools and features are constantly improving. Having a dynamic system gives us confidence that we can meet the evolving needs of our client families.

Lyle Ross

Partner and Managing Director, Glen Eagles Group

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