Integration will empower advisors to efficiently leverage custodial data and insights; Expands Addepar’s ecosystem of partners
MOUNTAIN VIEW, Calif. July 26, 2017 – Addepar, the operating system for our financial world, today announced it will join Schwab OpenView GatewayTM, a technology platform that enables integration between Schwab systems and select technology providers. Through this collaboration, mutual clients will be able to seamlessly navigate between Schwab Advisor Center® and the Addepar platform. As a result, advisors can streamline workflows, make better investment decisions, and ultimately better serve their clients.
“Our participation in OpenView Gateway is a natural step in building upon our
longstanding relationship with Schwab,” said Eric Poirier, CEO of Addepar.
“We continuously look for ways to provide a more comprehensive platform for
advisors, allowing them to focus on building client relationships and scaling
their business. Collaboration with industry-leaders like Schwab is critical to
“We are pleased to welcome Addepar to OpenView Gateway ecosystem,” said John Connor, vice president, Schwab Advisor Services Technology Solutions. “As we continue our focus on helping independent advisors grow and scale their businesses through technology, integrations with providers like Addepar enhance our ability to provide flexibility, efficiency and choice.”
Launched in October of 2016, the Addepar API gives clients and integration partners a programmatic solution to connect data and metrics from the Addepar platform with a multitude of other products and systems. Participation in Schwab OpenView Gateway is a testament to Addepar’s continued mission to deliver a unified data platform for the financial services industry and provide wealth advisors the tools to focus on providing strategic advice to their clients.
Addepar is the financial operating system that brings common sense and data- driven investing to our financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage over $700 billion of assets on the Addepar platform. Addepar has offices in Silicon Valley, New York, Salt Lake City, and Chicago.