Addepar's reporting saves you significant time, so you can spend more time building client relationships. In fact, 86% of our clients say they save time on custom reporting. But that’s not all. We help RIAs manage their business, compliance reporting, billing and data across the board. Grow and scale your business with a technology partner that scales with you – Addepar.
Enhance your business with intuitive experience and flexible tools
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Portfolio analysis
Analyze and report on the total portfolio with the seamless inclusion of alternatives and private investments -
Reporting
Spend less time building reports and more time on high-value tasks with our drag-and-drop reporting widgets -
Portal & Mobile
Give your clients a 24/7 view into their portfolio, performance and advisor communications with Addepar Portal -
Custom Attributes
Leverage custom attributes to easily build bespoke, branded reports tailored to your clients’ individual needs and preferences
Access valuable RIA insights and resources
