As the advisor landscape grows more competitive, building and maintaining your team requires a competitive edge. Gain that edge with Addepar. Not only have our clients been able to attract talent by enabling advisor capacity; they’ve increased operational efficiency without compromising client experience.
Increase business, maintain relationships
Discover why a $16B advisor’s first question when sourcing other solutions is ‘Do you integrate with Addepar?’
86%
86% of clients save time on custom reporting with Addepar — time that can be used to pursue new clients
88%
88% of clients produce more customized reports with Addepar to meet their clients’ unique needs
83%
83% of clients more easily gain insights into client assets with Addepar, helping to drive better outcomes
70%
70% of clients credit Addepar with reducing client meeting prep time, enabling quicker response times
TESTIMONIAL
“The Addepar solution has enabled us to attract more experienced and ambitious staff because they are able to spend time on more complex and higher impact financial tasks”
David Plyler, Founder & CEO at Gleneagles group
Save time
Increase your capacity, optimize your efforts
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Reporting
Advisors can spend less time building reports and more time on high-value tasks with our drag-and-drop reporting widgets -
Scalability
Addepar's platform and solutions scale with you, enabling advisor capacity and powering growth -
Integrations
Leverage open APIs and integrations to seamlessly build a complete tech stack that saves time and maximizes resources -
Investment in innovation
Addepar invests $100M into R&D annually to continue to meet the needs of you, your advisors and your clients
Build with Addepar
Learn how Addepar can help you grow your company and capacity