Services
Your success is
our priority
No matter what your goals are, our team has the knowledge, training and resources to help you achieve them.
Get up and running quickly with our team of experts
Achieve maximum adoption with our guidance and best practices
Access support and resources for all the answers you need
Service Plans
Our capability-rich service plans are designed to help you achieve results faster. Our team members dedicate themselves to building long-term partnerships.
Premier Plan
Our tailored plan for clients ensures your continued success on the Addepar platform.
Professional Services provides solution checkpoints and delivery assurance
Post-implementation transition to our Support and Data Service teams
One training seat at Addepar Academy per year, to keep your power users proficient
Premier+ Plan
Our most comprehensive plan if you’re looking for support for the entire journey — from scoping your business needs to implementation to everyday support.
Professional Services works with you to design and execute your implementation and configuration
Data specialists manage complex data projects and onboard new users
Two training seats at Addepar Academy per year, to maintain proficient and independent power users
Implementation
Dedicated to your success
From deployment to adoption, our team is dedicated to ensuring that Addepar meets your specific business needs and delights every user.
A comprehensive scope of your tech stack and operations capabilities
Experts with a track record of seamless rollouts for even the most complex systems
Adoption plans to effectively streamline the change management process
Support
Help when you need it
Our support team is made up of product experts who are here to help you get the greatest value from your daily use of Addepar.
Address and escalate all issues — one point-of-contact from start to finish
Review and validate calculations and outputs — audit and troubleshoot as needed
Support topic sessions upon request
Online Training
Knowledge at every turn
Learn how to get the most out of Addepar through best practices, courses and on-demand resources.
Best practice guides and templates that will kickstart your analysis and reporting
Anytime and anywhere learning with in-depth courses and a growing library of webinars
Access to on-demand support with our online Help Center
The support team never stumbled; they were never stumped. Every time we have had a question, they’ve been very helpful and responsive.
Catherine Jackson
Family CFO, Gleneagles Group