As client demands increase, you need a platform that scales with you in kind and frees your schedule. Addepar enables advisors’ capacity by providing time-saving reporting and streamlining end-client deliverables.
Reclaim your focus
With Addepar, a $16B advisor was able to shift focus from administrative tasks to strategic client engagement.
88%
88% of clients produce more customized reports with Addepar to meet their clients’ ever-evolving needs
86%
86% of clients save time on custom reporting with Addepar — time that can be spent on high-value activities
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 time it takes to create reports has been cut by 50%–60%, giving our team the opportunity for higher- value activities that benefit our families.”
Catherine Jackson, Family Chief Financial Officer at Gleneagles Group
Save time
Increase your capacity, optimize your efforts
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Reporting
Save time building reports and deliver deeper, more customized insights with our drag-and-drop reporting widgets -
Portal & Mobile
Streamline end-client deliverables through Addepar Portal and Addepar Mobile to meet your clients where they are when they want -
Workflows
Spend less time on administrative tasks and more time on high-value tasks, like nurturing client relationships and prospecting -
Community
Connect with peers and develop your network at our community events
Save time with Addepar
Learn how robust tools, tech and reporting can help you do more