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RIAs make up nearly half of the $6 trillion of client assets managed on Addepar’s platform

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

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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

Scale effortlessly with Addepar

Addepar supports our clients’ growth by providing best-in-class technology that attracts clients and talent alike.

  • Better communicate your clients’ data with a holistic view of all asset classes, including alternatives, and timely portfolio analysis
  • Streamline workflow with our robust ecosystem of integrations and bespoke, customizable reporting
  • Grow your portfolio solution and business in tandem with our Client Services team who help you navigate future developments

Grow your business with our total portfolio solution

Wealth Management Portfolio Example
  • Timely portfolio analysis
    Mirror real-world ownership hierarchies to more easily gain insights into client assets
  • Fully-customizable reporting
    Create in minutes, even for alternative assets, to save time reporting portfolio performance
  • Addepar Portal & Mobile
    Flexible and personalized client engagement to attract tech-forward clients
  • Precise, rapid billing
    Simplify calculating and tracking firm fees to streamline back-office workflows

We no longer have five clients; we have hundreds. It’s important to scale our analysis and reporting workflows, and Addepar has allowed us to do that.

Derek Lapcevic

Head of Performance Reporting, Makena RIA Growth

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, Crescent Grove Advisors