Features & Benefits

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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.

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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.

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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.

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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.

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FEATURED CLIENT STORY
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
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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.

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