Addepar supports your digital transformation strategy and satisfies the most discerning advisors.
Our industry-leading data aggregation and reporting capabilities enable you to manage your client’s wealth holistically to build long-lasting, trusted relationships.
Data aggregation and reporting capabilities provide management with a consolidated view of the firm’s book of business as well as valuable business intelligence.
Addepar partners with you to implement a scalable and secure platform that improves operational efficiency.
Make your platform work the way you want with enterprise-grade integrations that seamlessly connect with your other tech.