Boost efficiency, elevate client service and get that competitive edge. Addepar brings all your clients’ investment data into one place, so you can generate custom reports in just a few clicks — and deliver more, faster.
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assets managed on Addepar
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users in 52+ markets worldwide
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of Addepar roles dedicated to R&D
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of clients save time on custom reporting with Addepar
A technology solution for modern advisErs
Boost efficiency, save time and see the whole picture
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Flexible, custom reporting
Easily create bespoke reports in minutes with our drag-and-drop report builder. Avoid reporting delays and respond to market changes in no time. -
Elevated client engagement
Easily share key performance insights, reports and files with your clients using the Addepar Client Portal. Enhance client communication and quickly deliver information in the format your clients prefer. -
Streamlined workflows and better insights
Benefit from personalised dashboards that provide a comprehensive overview of tasks and investment data. Gain a holistic view or drill down into any level of granularity. -
Investment data management for advisers
Automate investment data aggregation, with direct feeds to multiple retail platforms, to simplify and streamline your data management. Say goodbye to time-consuming investment data processes.
Change Management
Transition to your new technology solution with ease
Move on from limiting legacy systems while minimising disruption, with Addepar's onboarding and implementation process — streamlined and tailored to meet the needs of financial advisers. Harness the support of our dedicated onboarding team so you can hit the ground running.
Kickstart a lasting partnership
Choose Addepar and feel reassured that the platform is purpose-built for advisers now, and in the future.
Leverage products and features designed to meet you and your clients' evolving needs with our continued dedication to innovation.
Access round-the-clock support
Access all-hours support throughout the week from a team of finance and technology experts, through the platform or by phone.
Partner with a designated client success manager to oversee your journey.
Transition with minimal disruption
Hit the ground running with Addepar's streamlined onboarding process, tailored to suit adviser needs.
Work with a dedicated team of Addepar specialists, there to guide you every step of the way and help maximise your success.
Data aggregation
Harness the power of direct feeds
Benefit from Addepar's access to key investment managers and multiple retail platform feeds. Gain a holistic view of your clients' investment data — automated, aggregated and verified.
Elevate your client experience
With Addepar, deliver an enhanced client experience and get ahead of the competition. Move on from legacy systems not-fit-for-purpose, and choose an innovative technology solution made for leading advisers.
Frequently asked questions
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.
Addepar offers customisable reporting and client engagement 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. Our platform also supports compliance reporting and helps you adhere to industry regulations.
Increase efficiency with Addepar
Do you want to model data across asset classes, automate data aggregation, and create bespoke reports in minutes?
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