Registered Investment Advisor

The power to
achieve more

Addepar allows you to spend time on what matters most: investing in client relationships.

for ria

You rely on innovative technology to increase efficiency and scale. Count on Addepar to enhance your operations and give you more time to grow your firm.​

Addepar aggregates all financial accounts to create a consolidated view of your clients’ portfolios.

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

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

  • Instantly analyze and visualize portfolio data, and communicate relevant insights to your clients on the fly
  • Easily create customized, branded reports in minutes

Our digital tools provide your clients with encrypted access to their financial information anytime and anywhere.

  • A customizable portal provides on-demand access in a highly intuitive experience
  • Intuitive mobile and iPad apps make it easy for clients to securely access portfolios at any time

Bridge back-office solutions with our custom reporting functionality.

  • Seamlessly integrate workflows with out-of-the box integrations
  • Our automated data aggregation and verification allows your team to win back hours spent on manual efforts ranging from reporting to compliance

Easy onboarding

  • Rely on our team of industry experts to understand your needs and quickly get your firm up and running
  • Access our on-demand Help Center and online training portal to kickstart your experience

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

Expand your community

  • Connect with and learn from the scores of leading RIAs that Addepar supports
  • Participate in regular in-person learning and networking events

Built to scale

RIAs of all types are striving for differentiation by delivering tailored advice and solutions to clients. With Addepar, wealth managers can fully achieve their objective by providing clients highly personalized experiences in an efficient and scalable way. The outcome? They’re consistently beating the market in terms of AUM growth.

You’re in good company

Read case studies    ➔