When markets are volatile, you need to be ready with both the answers your clients need and the time to spend with them. Addepar's platform gives you access to complete, accurate and timely investment data to inform those conversations and instill client confidence.
Empower yourself to deliver for even the most complex portfolios, in any market conditions, with Addepar’s powerful data aggregation, robust modeling tools and customizable reporting.
leading firms globally
The Addepar platform has become an integral part of our workflow. It’s the first thing I open when I log in every morning. Particularly during a challenging market environment – when clients are looking for more visibility and have more questions about their portfolios than ever – it’s critically important that we can efficiently generate comprehensive and timely reports.
Large US RIA