Spend time on your clients, not your computer

Addepar is a wealth management solution that transforms your approach to reporting, data and analysis — so that you can drive greater outcomes for the portfolios in your care.

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$6T

assets managed
on Addepar

100,000+

users in 45+ markets worldwide

50%

dedicated to R&D

86%

of clients save time on custom reporting with Addepar

A wealth management technology solution

Boost efficiency and empower smarter investment decisions

  • Flexible, custom reporting
    Easily create bespoke reports in minutes with our drag-and-drop report builder. Build new or use out-of-the-box templates. Quickly customise with your firms branding.
  • Elevated client engagement
    Easily share key portfolio insights, reports and files with your clients using the Addepar Client Portal. Optimise every view to deliver information in the format you — and your clients — prefer.
  • Streamlined workflows and analysis
    Empower your firm with personalised dashboards that provide a comprehensive overview of tasks and portfolio data. Gain a holistic view of client portfolios or drill down into any level of granularity.
  • Quality data management
    Automate data aggregation and leverage our best-in-class verification process to enhance data quality. Benefit from Addepar’s integrated data feeds and see every asset, all in one place.

Change Management

Transition to your new wealth management platform with ease

Move on from your legacy system while minimising disruption, with Addepar's onboarding and implementation process — streamlined and tailored to meet the needs of your firm. Harness the support of our dedicated onboarding team who will implement our core analysis and reporting products so you can hit the ground running. Partner with a dedicated client success manager to oversee your journey.

Partner with Addepar for the long-term

  • Choose to implement our wealth management solution and feel reassured that the platform is future-ready, minimising disruption for your firm

  • Leverage products and features designed to meet the evolving needs of the clients you serve, with our continued dedication to innovation

Access all-hours support throughout the week

  • 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 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.

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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