Private Banks

The private banking solutions behind your investment decisions

View a complete picture of your clients’ wealth including multi-asset class portfolios, alternative assets and assets custodied elsewhere with Addepar. When you can see the full picture, you know exactly what you’ll do next.

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assets managed on Addepar

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users in 50+ markets worldwide

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of Addepar’s 1,000+ employees are dedicated to R&D

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direct data feeds from custodians and fund administrators

FOR PRIVATE BANKS

Addepar powers a personalized experience that can translate into a competitive advantage

Addepar aggregates all financial accounts across every relationship to give you a consolidated view of your clients’ portfolios.

  • Leverage the flexibility of Addepar’s data model to show assets and ownership structures in the way you prefer.

  • View client investments easily across multiple custodial accounts and uncover opportunities to grow your relationships.

  • Perform more complete analyses and report in more depth with portfolio data that includes alternative assets and assets held elsewhere.

Our industry-leading private banking solutions allow you to tailor reporting insights in just a few clicks, saving you time for higher value client activities.

  • Analyze and visualize portfolio data instantly, including liquid and illiquid client portfolios, and respond quickly to market changes.

  • Strike the right balance of reporting customization and scalability, with self-service templates and tooling available to customize reporting on the fly.

  • Reports can be white labeled or team branded via PDF or portal, presenting an extension of your brand to your clients.

  • Set different dashboards to view client portfolio data holistically and as snapshots, then determine next steps.

  • Use prebuilt dashboards within Addepar to promote easy adoption by your internal teams.

  • Turn dashboard permissions on or off to make them available to team members based on compliance parameters.

  • Visualize projected liquidity and future private market commitments with Addepar Navigator.

  • Simulate scenarios and forecast cash flows across all investment types in far less time and with greater accuracy.

  • Use precise pacing to reduce cash drag and seize the opportunity for greater returns.

  • Integrate alternative investments, marketable securities and personal collections — from private equity to venture capital, real estate and family businesses.

  • Navigate complex ownership structures, trusts and legal entities with dynamic, visual mapping and real-time portfolio context.

  • Enrich portfolio insights by connecting external custodians and alternative data sources, ensuring up-to-date, actionable intelligence for every client conversation.

Experts enable your success

  • Accelerate time-to-value with a team of experts and an engagement model dedicated to your success

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

Client data is holistic and protected

  • Addepar allows you to view your accounts, or any other asset regardless of asset type or custodian

  • We’ve designed a multifaceted data security program that ensures the confidentiality, integrity and privacy of the data managed on our platform. Addepar is SOC 3 compliant

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

NEWS & INSIGHTS

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