Addepar is delivering insights to advisors and investors from aggregated, anonymized data on $7T in assets. Purpose-built to help our clients navigate market volatility and take action with confidence, while showcasing the unique and differentiated parts of their business.
Timely, customizable dashboards
With timely, holistic views of portfolios in Addepar Dashboards, you can make data-driven decisions to tactically adjust or stay invested.
View the exposure and risk dashboard
Take a self-guided tour to see how Addepar can help you easily view exposure and risk in today’s market.
The Addepar platform has become an integral part of our workflow. It’s the first thing I open when I log in every morning. Particularly during a challenging market environment — when clients are looking for more visibility and have more questions about their portfolios than ever — It’s critically important that we can efficiently generate comprehensive and timely reports.
Boreal Capital Management
Get actionable intelligence with Addepar
Addepar’s robust platform offers custom dashboard views and reporting that make it easier for you to gain portfolio insights and quickly communicate to clients.
Deliver results, even in uncertain times, with Addepar’s powerful data aggregation, robust modeling tools and customizable reporting.
Leverage insights from anonymized data on over $7T in assets managed on the platform.
Customize dashboards to your preferred views to quickly see and evaluate risk and exposure.
Learn more
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