Addepar is a complete portfolio management solution that will transform your approach to data and analysis — so you can drive greater outcomes for the portfolios in your care. Leverage our flexible reporting tools and deliver an enhanced client experience, with ease.
$6T
assets managed
on Addepar
100,000+
users in 45+ markets worldwide
86%
of users saved time on custom reporting
50%
of Addepar roles dedicated to R&D
A complete technology solution
Boost efficiency and empower smarter investment decisions
Benefit from Addepar’s integrated data feeds, which extract client portfolio data from custodians, fund administrators, and data warehouses.
Model every asset, including alternative investments, for apples-to-apples comparisons and insights.
Automate portfolio data aggregation to simplify data management, reduce errors and enhance data quality, with Addepar’s best-in-class verification process.
Enhance security and speed with our localised Europe-based server hosting, providing speedy processing and minimising downtime.
Easily create bespoke reports in minutes with our drag-and-drop report builder.
Leverage our multi-currency reporting and customise reports with your firms’ branding — delivering for asset owners in a format that suits them.
Share key portfolio insights with asset owners quickly and easily, using the Addepar Client Portal.
Optimise and personalise every view to deliver information in the format you — and your clients — prefer.
Expanding in Europe
Faster data processing with localised server hosting
Tailored to meet the specific needs of our European clientele, we've enhanced our services with localised data server hosting in Europe. Benefit from speedy data processing, enhanced data security and minimised downtime as a result of alignment with European operational hours.
Minimise disruption
Move on from your legacy system with ease, with Addepar's onboarding process — streamlined and tailored to your needs
Harness the support of our dedicated onboarding team who will introduce you to our core analysis and reporting products, so you can hit the ground running
Access all-hours support
Partner with a designated client success manager to oversee your journey
Access all-hours support throughout the week from a team of finance and technology experts, through the platform or by phone
Leverage open APIs
Seamlessly integrate with almost any proprietary or third-party technology with our suite of open APIs, and spend less time moving between systems for enhanced efficiency
Access our expanding library of established tech, data and services partners, providing your firm with a solution to most use cases
Frequently asked questions
Our Integration Centre features an expanding group of providers, empowering you to connect Addepar to connect with best-in-breed tools across a wide variety of categories from CRMs to risk management. We also have a suite of open APIs and resources to develop new solutions and seamlessly integrate Addepar with almost any system or workflow, proprietary or third-party.
Addepar offers ongoing support to ensure your success. During onboarding, you'll have access to our support team, and we'll provide comprehensive training resources. Additionally, get access to our on-demand Help Centre and online training portal to kickstart your experience. Once you’ve hit the ground running, continue to partner with a dedicated client success manager to oversee your long-term journey and help to maximise your success.
Yes, Addepar is designed to handle even the most complex investment portfolios. Our platform aggregates and analyses data from various sources, including alternative investments, to provide a holistic view of your clients' wealth. You can confidently manage diverse asset classes and investments.
Addepar offers customisable reporting and client communication tools. You can create branded, client-specific reports and dashboards that showcase your value and insights. This enables you to engage clients more effectively and demonstrate your expertise.
Addepar takes data security and compliance seriously. We employ industry-standard encryption and access controls to protect your data.
Increase efficiency with Addepar
Do you want to integrate alternatives, automate data aggregation, and create bespoke reports in minutes?
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