Solutions
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Scalable
Customizable
Portal ready
Align portfolios to targets with portfolio decisions powered by aggregated Addepar data.
Rebalance on demand for select accounts, households, portfolios or an entire book of business.
Model asset allocations–including illiquid assets–to optimally achieve your client’s goals, objectives and cash flow requirements.
Choose from various capital market assumptions to test hypothetical performance across different scenarios.
Simplify the calculation, production and tracking of fees, and run and review any bill across all accounts.
Billing summary and fee detail pages offer a more digestible layout and capture granular fee calculations used to generate bills.
We’ve been able to grow our business, provide customized reports, and maintain a 99% client- retention rate — all without investing in additional human resources for reporting.
Paul Pagnato
PagnatoKarp
The time it takes to create reports has been cut by 50%–60%, giving our team the opportunity for higher-value activities that benefit our families.
Catherine Jackson
Gleneagles Group
assets on platform
countries
direct data feeds
firms
Connect with a team member to learn how Addepar can help you manage complex family office portfolios.
Explore other resources that may be helpful if you are considering elevating your tech stack.
