Seamless onboarding

A new platform has never been easier

Whether you’re upgrading from legacy technology or switching platforms, benefit from a seamless, high-touch onboarding experience that doesn’t end at implementation.

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Onboard with confidence. Benefit from better tech.

  • Build reports with custom attributes
    Build bespoke reports with custom attributes to deliver deeper insights catered to clients’ specific needs

  • Inform decisions with superior data
    400+ direct pipelines into custodians, fund administrators and proprietary data warehouses provide you with streamlined data integration and data quality

  • Harness Dashboards for personalized insights
    Create flexible dashboard layouts with drag-and-drop widgets, adjustable widths and customizable color palettes

  • Receive ongoing support from industry-leading experts
    Our services team is made up of industry experts from comparable backgrounds to yours. They’re here to provide informed, hands-on, personalized support whenever you need it.

After the implementation, I was very happy to form a relationship with my Client Success Manager. I really felt that it’s not just implementation and I’m out in the wild. I have a formal relationship with him and we always keep in touch. He regularly shows me new updates so I can better use the Addepar platform.

Manuel Jose Rodriguez

Co-CIO and COO, Papo Group

The time it takes to create reports has been cut by 50%–60%, giving our team the opportunity for higher-value activities that benefit our families.

Catherine Jackson

Family Chief Financial Officer, Gleneagles Group

Our adoption of Addepar has helped us expand our capacity to win new business because of the flexibility of the platform and our ability to put together a comprehensive report for our clients’ financial situations.

Matt Kenaston

Partner, Blue Oak Capital