Manage complex portfolios
to family objectives


View a sample of our
comprehensive reporting
tailored for family offices

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  • Scalable

  • Customizable

  • Portal ready

FAMILY OFFICES (we serve SFOs and MFOs)

Ultra-high-net-worth families invest with sophistication. We’re here to help you serve their unique needs.

  • 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.

Our Clients

We work with some of the best

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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


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


Thousands of wealth advisors count on us to help them deliver client results


assets on platform




direct data feeds



Interested in learning more?

Connect with a team member to learn how Addepar can help you manage complex family office portfolios.


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