RIA wealth management connect

Enhance your business with intuitive experience and flexible tools

Portfolio analysis
Timely portfolio analysis mirroring real-world ownership hierarchies
Reporting
Fully-customizable reporting in minutes with support for alternative assets
Portal & Mobile
Flexible and personalized client engagement through Addepar Portal and Addepar Mobile
Billing
Precise and timely billing simplifies calculating and tracking firm fees

Access valuable insights and resources to power your RIA

Risks in risk-free assets

Everything comes with risk. Even cash. What if you could leverage insights from hundreds of the top RIAs? With Addepar, you can. Download this report and discover how.

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RIAs manage nearly $2 trillion with Addepar portfolio solutions

Addepar clients leverage our fully- customizable reporting to save time and create better, more holistic reports for their clients.

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Save time and cultivate client relationships with Addepar’s flexibility and automation

We asked our global client base how Addepar’s tech and data platform is helping them better achieve their goals. Here’s what they said.

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Awards and recognition

Partner with an industry leader

Addepar equips you with the right technology, data and tools to face constantly evolving challenges.

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