Your Journey With Addepar

onboard

Your Onboarding

Addepar is committed to helping you successfully transition onto our platform. Our streamlined deployment process is customized to your firm’s unique goals and requirements. From data onboarding to application set-up, we partner with you to create the best experience.

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support

Day-to-Day Support

Addepar's in-house product support team are experts in technology and financial services. Our robust processes and latest client management technologies enable us to provide seamless, context-enabled support. We understand your unique needs and priorities and work to build a personalized experience for you.

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ongoing

Ongoing Success

We work hard to ensure that our clients receive and recognize significant value from our platform and services. We focus on understanding our clients’ businesses and their goals, and we share best practices and develop a plan for our mutual success. In the end we want to make sure our clients thrive with Addepar.

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services-graphic-1

Your Onboarding

Addepar is committed to helping you successfully transition onto our platform. Our streamlined deployment process is customized to your firm’s unique goals and requirements. From data onboarding to application set-up, we partner with you to create the best experience.

Features
  • Implementation and configuration of Addepar environment
  • Data onboarding including historical data migrations
  • Initial setup of Analysis Views, Reports, Portals, and Training
  • Post-production, project-based engagements
  • Project management over an extended period of time
services-graphic-2

Day-to-Day Support

Addepar's in-house product support team are experts in technology and financial services. Our robust processes and latest client management technologies enable us to provide seamless, context-enabled support. We understand your unique needs and priorities and work to build a personalized experience for you.

Features
  • Ongoing product and subject matter expertise delivered in-house
  • Addressing all daily client issues and meeting contractual service level agreements
  • Troubleshooting potential issues with the software or data issues
  • Submitting individual upgrade and enhancement requests to our product team for review
  • Offering product support and training, addresses daily issues and escalations
services-graphic-3

Ongoing Success

At Addepar, our goal is to make our clients successful throughout their experience with us.. We focus on understanding your unique business and goals. We are with you every step of the journey, partnering to plan mutual success, share best practices, and deliver value.

Features
  • Showcasing value and advocating for the client needs
  • Data-driven engagement based on usage information
  • Post deployment Addepar training
  • Addressing high-level concerns of our clients
  • Organizing feedback opportunities
  • Facilitating and overseeing additional services required by our clients

Upgrade your investment management platform.

Contact Addepar today to see how you can make more informed investment decisions, streamline operations, and provide superior client service.

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