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. 

Implement and onboard Addepar fast with the help of our implementation team

Get up and running quickly with our team of experts

Dedicated support from specialists ensures you’re maximizing the value of Addepar

Achieve maximum adoption with our guidance and best practices

Contact an Addepar team member to help with any questions or issues

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.

We partner with you from Day 1 and strive to understand your firm’s needs

A comprehensive scope of your tech stack and operations capabilities

Your Addepar implementation team is staffed with industry experts with knowledge relevant to you

Experts with a track record of seamless rollouts for even the most complex systems

We work with your firm to help make change management seamless

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. 

Addepar Learn offers video tutorials for easy, guided learning

Address and escalate all issues — one point-of-contact from start to finish

Test your knowledge as you develop your platform expertise

Review and validate calculations and outputs — audit and troubleshoot as needed

Get to know the Addepar platform well, and unlock efficiencies for your firm

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.

Access helpful guides and resources to analyze and report on portfolios faster

Best practice guides and templates that will kickstart your analysis and reporting

Access courses and webinars to grow you Addepar knowledge any time, from any device

Anytime and anywhere learning with in-depth courses and a growing library of webinars

Addepar Learn provides courses, guides, and resources to optimize platform usage

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