RIAs advise on nearly $2 trillion in assets with Addepar, using our software to manage their business, compliance reporting, financial planning and modeling, billing and more. With less time spent on administrative tasks, wealth managers can spend more time building client relationships and taking on new clients. Grow and scale your firm with a technology partner that scales with you – Addepar.
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
“We’re able to handle many more relationships because our analysts don’t have to spend all their time finding answers in very manually intensive ways. Also, we’re now able to onboard new clients without sacrificing the level of service we want to provide, or adding an extra body to the firm.”
Michael Zeuner, Partner, WE Family Offices
Enhance your business with intuitive experience and flexible tools
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Portfolio analysis
Analyze and model the total portfolio with the seamless inclusion of alternatives, private investments and real-world ownership hierarchies -
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 -
Integrations
Leverage open APIs and integrations to seamlessly build your complete tech stack
Access valuable RIA insights and resources
See Addepar in action
Discover how Addepar can make a difference for you.
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