Addepar partners with you to understand and upgrade your current infrastructure. Leverage the best parts of your system and leave the rest to Addepar.
Features & Beneﬁts
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.
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.
Addepar empowers your advisors, giving them more control, insights and time to make better investment decisions and provide better service to their clients.
JefferiesWATCH NOW"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