Features & Benefits

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Save time and money

Family offices spend an overwhelming amount of their time collecting, analyzing, and consolidating financial information. Addepar streamlines and automates the process, giving your family a comprehensive view of any portfolio.

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Make more informed decisions

Addepar’s robust data model, analysis and reporting tools allow you to navigate complex ownership structures and better understand your exposures so you can make more informed investment decisions.

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Provide a tailored experience

Our customized reporting and secure portal provides instant access, from anywhere, for family members and stakeholders so you can deliver on-demand reports tailored to their individual needs.

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Enhanced privacy and security

Security is Addepar’s top priority. We have designed a multifaceted data security program that ensures the confidentiality, integrity, and privacy of the data managed on our platform. Your data is always protected, whether it’s in transit or at rest.

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FEATURED CLIENT STORY
Crow Holdings Capital "There isn't a day when we are not talking to Addepar about something. Addepar is open to our advice on how to make the product better. We are also open to the suggestions they have about how to make our business better. That is a true partnership." Kirk Rimer
Principal, Co-head of Crow Holdings Capital – Investment Partners
WATCH NOW

Upgrade your investment management platform.

See how you can transition from Excel or your legacy investment management software onto a modern, secure, cloud-based solution designed to help you manage all of your investments in one place and better communicate with your stakeholders.

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