Features & Benefits


Reduce Cost of Ownership

Addepar partners with you to understand and upgrade your current infrastructure. Leverage the best parts of your system and leave the rest to Addepar.


Support Distributed Teams

Addepar centralizes data and makes it easy for cross-firm teams to collaborate. This enables groups to easily communicate and access aggregated data in real-time.


Provide Tailored Client Experience

Addepar helps you provide a higher level of service to clients by tailoring their experience and providing your teams more time to do what they do best—advise, invest, and build relationships.


Attract and Retain Top Talent

Addepar empowers your advisors, giving them more control, insights and time to make better investment decisions and provide better service to their clients.

Jefferies "If the technology community is going to turn their minds to a problem they're going to push the ball forward really rapidly. And that has been the case with Addepar." MIKE BRABANT
Managing Director and Head of Wealth Management Business Development

Gain a technological edge.

See how you can provide your clients best-in-class service and support while reducing your cost of ownership all on a secure and scalable platform.

Speak with Addepar