Partner Types


Preferred Plus


Save time and improve data accuracy with streamlined syncing of Addepar portfolio investment data to your general ledger.

Risclarity brings efficient financial analysis and reporting to family offices who need to streamline data entry workflows and aggregate portfolio data into their general ledger system. Acting as the connection point between Addepar and the general ledger, Risclarity improves a firm’s accounting processes by enabling a single system for reporting on investments, liabilities, expenses and income. Risclarity’s data sync also provides firms with a duplicate financial record for enhanced accuracy and confidence.