Our Network of Partners

Partner Directory

We're proud to be working with market-leading data, technology, and solutions partners. Together we build solutions that enhance the client experience.

Partner
Summary
Partner Types
Partner Types

Solution

Tiers
Preferred Plus

BNY Mellon Pershing

"Pershing’s breadth of capabilities and long-standing collaboration with Addepar brings advisors an integrated solution across their bank custody, brokerage, and alternative assets."

Successful advisory firms need much more than best-in-class technology to serve their clients at the highest levels—they also need a supportive custodian that provides quality data to inform strategic decisions, plus service-level expertise that enables new ways to work with clients. Pershing’s close relationship with Addepar helps hybrid firms, large RIAs, those who need multi-currency solutions, and firms with complex investment needs get the most out of the platform’s reporting and analysis tools.

Partner Types

Technology

Tiers
Preferred Plus

eMoney Advisor

"Addepar's integration with eMoney makes it easy for wealth managers to deliver a comprehensive financial picture to their clients."

Advisors who prioritize financial planning as a core part of their client experience leverage the combined power of eMoney and Addepar to keep clients up-to-date and on target with their goals. By combining eMoney’s cash-flow based planning tools and client experience technology with Addepar’s performance reporting and analytics, firms create a unified way to offer advice and help clients make informed decisions about their complete financial lives.

Partner Types

Solution

Tiers
Preferred Plus

Mirador


"Mirador’s expert managed service team helps advisors take advantage of the full depth of Addepar's feature-rich platform​."

Mirador helps advisory firms stay lean and leverage Addepar’s platform to its fullest capabilities. By outsourcing operational and administrative tasks to Mirador, advisors gain an experienced operations team to manage reporting, billing, data management and more. Whether a family office, established wealth manager, or new breakaway, Mirador solves growth challenges by helping firms scale without growing staff. As an Addepar reseller, Mirador also delivers a turnkey reporting solution for emerging firms.

Partner Types

Solution

Tiers
Preferred Plus

PFI Advisors

"PFI and its team of seasoned operations leaders help established and breakaway advisors build and scale their businesses."

PFI assists breakaways with the major decisions every new firm must make—including how to select the best technology solutions. PFI’s team offers guided advice for how the Addepar platform can be tailored to a firm’s unique business and client needs to create a higher value firm. Countless firms have improved or established efficient operational processes through the close partnership between PFI’s coaching and Addepar’s technology.

Partner Types

Technology

Tiers
Preferred Plus

Practifi

"Practifi's innovative business management platform integrated with Addepar unifies client data in a holistic view."

Practifi’s business management tools, combined with Addepar’s performance reporting expertise, give wealth managers a consolidated view of client information so they can focus on growing a relationship-oriented business. Through daily sync, advisors get the data they need to efficiently manage workflows and deliver fresh insights to their clients. Built on top of Salesforce Lightning, Practifi’s enhanced CRM dashboard helps advisors save time on routine tasks so they can deliver comprehensive, needs-based advice to every client.

Partner Types

Technology

Tiers
Preferred

RCI

"RCI's data-driven approach to forecasting helps investment managers anticipate liquidity needs when managing portfolios."

RCI’s data-driven modeling solution helps family offices, advisors and institutional asset owners forecast multiple outcomes for their portfolios under different market scenarios. Built to eliminate the need to track complex investment data in spreadsheets, RCI identifies how different strategies may impact desired portfolio outcomes. Through RCI’s analysis, advisors can gain command of cash flow expectations to make more accurate investment decisions with a turnkey integration to aggregated portfolio data from Addepar. 


Partner Types

Technology

Tiers
Preferred

Sage Intacct

"Combining Addepar data with Sage Intacct’s accounting system gives family offices a complete consolidated view of their assets."

Sage Intacct’s general ledger system leverages Addepar’s high-quality investment data to help family offices keep a consistent data record across all types of financial accounts. By eliminating duplicative manual data entry, Sage Intacct creates a complete financial record for families with complex needs, including business and other alternative assets that may be on their balance sheet. Combined with Addepar’s investment data, family offices can provide a single general ledger view into a family’s financial structure, across any manner of entities that they own.

TESTIMONIALS

We work with some of the best

Technology Partner
Practifi's integration with Addepar unifies client data in a holistic view for our team and helps us streamline firm operations.

Practifi

Technology Partner

Solution Partner
Blackmar successfully led our migration to Addepar and built an interface to integrate our general ledger software. They are a valuable technical resource and thought partner.

Blackmar

Solution Partner

Technology Partner
Addepar’s seamless integration with Blaze Portfolio gives us the ability to create automated workflows and truly scale our trading operations.

Blaze Portfolio

Technology Partner

Technology Partner
Jacobi's powerful modeling engine and dynamic, real-time analysis of portfolios has allowed us to unlock incredible insights from our client's Addepar data.

Jacobi

Technology Partner

Technology Partner
Libretto's one-click integration with Addepar unifies high-touch data analysis with financial strategy tools and empowers us to construct comprehensive household solutions.

Libretto

Technology Partner

Data Partner
Addepar's integration with Schwab helps our firm drive greater efficiency in critical workflows like moving money and collecting management fees.

Charles Schwab

Data Partner