Partner Types

Technology

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Preferred Plus

Addepar Navigator


Addepar Navigator SM, formerly known as RCI, overlays investment strategy on portfolio data to provide deeper transparency into holdings and expected outcomes.

Addepar's Navigator module helps family offices, advisors, and institutional asset managers model and analyze future outcomes for portfolios using various market conditions. Built to eliminate the need to track complex investment data in spreadsheets, Navigator identifies how different strategies may impact desired portfolio outcomes. Through Navigator’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.