RIAs manage nearly $2 trillion in assets with Addepar portfolio solutions. Leverage powerful tools and cutting-edge tech to save time and create better, more holistic reports for clients.
88%
of clients produce more customized client reports with Addepar
82%
of clients create more complete holistic reports
70%
of clients credit Addepar with reducing client meeting prep time
86%
of clients save time on custom reporting with Addepar
Testimonial
“In the past aggregating a comprehensive net worth statement could take up to three days. Now with Addepar, it’s basically real-time. So in terms of servicing a client, that’s a huge upgrade. It is really powerful for us to be able to pull all that together on a very quick turnaround.”
Nick Kochanski, CFO, managing director
Enhance your business with intuitive experience and flexible tools
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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
Awards and recognition
Partner with an industry leader
Addepar equips you with the right technology, data and tools to face constantly evolving challenges.
See Addepar in action
Discover how Addepar can make a difference for you.
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