Technology For RIAs

RIA Platform Comparison

As the leading multi-segment solution for data aggregation, analysis and portfolio reporting, find out how we stack up.

Choose an RIA technology platform to match your ambitions

How do you select the right reporting and analytics platform? Here are the best practices for assessing solutions. 

This guide:

  • Takes a close look at your options
  • Evaluates the strengths and weaknesses of each approach
  • Provides a checklist for assessing your needs

See how Addepar stacks up against other RIA platform providers

#1 in reporting flexibility
#1 in reporting customization

Read the analyst report

Our RIA platform allows you to:

Fuel meaningful growth

  • Grow your most sophisticated client portfolios by eliminating inflexible systems and tedious workflows

​Create personal experiences​

  • Customize any report or view to offer tailored insights and conversations to each client

​Scale with confidence​​

  • Centralize your data, streamline workflows and work with knowledgeable partners to grow with confidence 

Testimonials

Leading firms are choosing Addepar

Winthrop Wealth
Trust is integral to Winthrop’s client relationships. We needed a partner that understood this, and would not only help establish confidence in data accuracy but also act as a single source of truth for our reporting and analysis.

Max Winthrop

Winthrop Wealth

PagnatoKarp
We’ve been able to grow our business, provide customized reports and maintain 99% client-retention rate -- all without investing in additional human resources for reporting

Paul Pagnato

PagnatoKarp

Tiedemann Advisors
Addepar provided the flexibility and sophistication that was necessary for the growth we have achieved over the past few years.

Kevin Moran

Tiedemann Advisors

Let's talk

Addepar can help you change the way you do business.

Work without limits, develop more personalized connections with your clients and scale with ease.