Private Bank

Deliver the personal touch, at scale

Addepar helps you provide a comprehensive wealth management solution and position yourself as a strategic partner to your clients.


Client expectations are rising at an unprecedented rate. Addepar powers a personalized experience that can translate into a competitive advantage.

Addepar aggregates all financial accounts across all relationships to provide your clients with a consolidated view of their portfolios.

  • No matter the asset class, currency, or entity, data is continually updated and available for all of your clients

  • Easily view client investments across custodial accounts and uncover opportunities to provide holistic advice and grow the relationship

Industry-leading analytics and reporting software allow investment professionals to tailor insights and conversations to each client and build long-lasting, trusted relationships.

  • Instantly analyze and visualize portfolio data, including liquid and illiquid client portfolios, and respond quickly to market changes

  • Enable investment professionals to fully customize how they report on and discuss performance with clients

Addepar partners with you to design and implement a scalable technology platform that delivers a competitive advantage and improves operational efficiency.

  • A robust API toolkit allows you to easily build seamless integrations with proprietary legacy systems and other tech partners

  • Digital audit trail and permission tools help you meet compliance goals and streamline administrative workflows

Data aggregation and reporting capabilities provide management with a consolidated view of the firm’s book of business as well as valuable business intelligence.

  • See held-away assets as well as your firm’s overall wallet share, and prioritize opportunities and vulnerabilities for your firm and clients

  • Understand transactions taking place elsewhere to assess product gaps and client needs

Integrated Solutions that Enhance Workflows

  • Align portfolios to targets with portfolio decisions powered by aggregated Addepar data.

  • Rebalance on demand for select accounts, households, portfolios or an entire book of business.

  • Model asset allocations–including illiquid assets–to optimally achieve your client’s goals, objectives and cash flow requirements.

  • Choose from various capital market assumptions to test hypothetical performance across different scenarios.

  • Simplify the calculation, production and tracking of fees, and run and review any bill across all accounts.

  • Billing summary and fee detail pages offer a more digestible layout and capture granular fee calculations used to generate bills.

Experts enable your success

  • Accelerate time-to-value with a team of experts dedicated to your success

  • Supplement our training programs with live and in-app support

Your data is protected

  • Addepar is built for finance. We’ve designed a multifaceted data security program that ensures the confidentiality, integrity, and privacy of the data managed on our platform.

Enhance the employee experience

  • Provide talent with the tools to more easily do their jobs

  • Use best-of-breed technology to help you recruit and retain top talent


You’re in good company

Read Case Studies
The focus on transparency becomes incredibly important and Addepar helps us with that.

Mike Brabant

Jefferies LLC