Reach Your Goals Faster.

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Accelerate Time to Value

Designated team of experts focused on understanding your business goals so you can extract value for your teams and clients quickly.

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Leverage Implementation Best Practices

Our implementation process it tailored to your firm’s unique needs and requirements. We use best practices developed based on hundreds of successful deployments.

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Fuel Your Growth

We’ll partner with you to develop a holistic adoption plan that addresses the needs of your organization. Benefit from ongoing and comprehensive training, support, and best practices.

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Client Services Plans

Addepar Services are designed to help you achieve results faster. Our team members dedicate themselves to building relationships that result in long-term partnerships.

Highlights
  • Standard Plan: Our white glove service helps you achieve your goals and maximize the value of your investment. Learn more
  • Premier Plan: A tailored plan for clients who select to have Addepar Partners lead their implementation. Learn more
  • Premier Plus Plan: A comprehensive plan for clients who rely on Addepar across their entire journey, from scoping to implementation to everyday support. Learn more
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Experts You Can Trust

Our highly-skilled Support team consists of product and industry experts who are available to help you gain value from your daily use of Addepar.

Highlights
  • Expert Resolution: A single point-of-contact from start to finish assures quick case assignment, critical response time, and fast resolution.
  • Product Support: Our support analysts investigate and troubleshoot technical issues as needed, so that your Addepar experience is seamless.
  • “How-To” Sessions: Upon request, our team provides 1:1 scheduled 30-minute trainings on support topics.
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Ongoing Success

Our goal is to make you successful throughout your experience. Our team understands your unique business needs, is invested in your success, and is committed to delivering value at every step of the journey.

Highlights
  • Relationship Manager: A designated expert will support your firm’s adoption, provide education on best practices, and conduct business reviews to help you drive outcomes.
  • Center of Excellence: Establishes and shares standards and best practices across client implementation, from data onboarding to adoption.
  • Addepar Academy: A series of classes designed to develop your skills, offered in major cities nearly every month. We also offer customized training tailored to your firm’s specific needs.

Upgrade your performance reporting 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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