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.

We’re here to help you implement Addepar and ensure our solutions have the desired strategic impact on your business. 

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.

Standard Plan

Our hands-on service approach helps you achieve goals and maximize the value of your investment.

  • Data onboarding and daily data verification services
  • Technical support to troubleshoot and rapidly resolve questions
  • On-demand resources via our online Help Center and webinars

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