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Private Bank

Deliver the personal touch, at scale

Addepar helps you provide a comprehensive wealth management solution and position yourself as a strategic partner to your clients.

for private bank

Client expectations are rising at an unprecedented rate. Addepar powers a personalized experience that can translate into a competitive advantage.  

Addepar aggregates all financial accounts across all relationships to provide your clients with a consolidated view of their portfolios.

  • No matter the asset class, currency, or entity, data is continually updated and available for all of your clients
  • Easily view client investments across custodial accounts and uncover opportunities to provide holistic advice and grow the relationship

Industry-leading analytics and reporting software allow investment professionals to tailor insights and conversations to each client and build long-lasting, trusted relationships.

  • Instantly analyze and visualize portfolio data, including liquid and illiquid client portfolios, and respond quickly to market changes
  • Enable investment professionals to fully customize how they report on and discuss performance with clients

Addepar partners with you to design and implement a scalable technology platform that delivers a competitive advantage and improves operational efficiency.

  • A robust API toolkit allows you to easily build seamless integrations with proprietary legacy systems and other tech partners
  • Digital audit trail and permission tools help you meet compliance goals and streamline administrative workflows

Data aggregation and reporting capabilities provide management with a consolidated view of the firm’s book of business as well as valuable business intelligence.

  • See held-away assets as well as your firm’s overall wallet share, and prioritize opportunities and vulnerabilities for your firm and clients
  • Understand transactions taking place elsewhere to assess product gaps and client needs

Experts enable your success

  • Accelerate time-to-value with a team of experts dedicated to your success
  • Supplement our training programs with live and in-app support

Your data is protected

  • Addepar is built for finance. We’ve designed a multifaceted data security program that ensures the confidentiality, integrity, and privacy of the data managed on our platform.

Enhance the employee experience

  • Provide talent with the tools to more easily do their jobs
  • Use best-of-breed technology to help you recruit and retain top talent

Testimonials

You’re in

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Read Case Studies
Jefferies LLC
The focus on transparency becomes incredibly important and Addepar helps us with that.

Mike Brabant

Jefferies LLC