Addepar allows you to spend time on what matters most: investing in client relationships.
Addepar aggregates all financial accounts to create a consolidated view of your clients’ portfolios.
Industry-leading analytics and reporting software allow you to tailor insights and conversations for each client and build long-lasting, trusted relationships.
Our digital tools provide your clients with encrypted access to their financial information anytime and anywhere.
Bridge back-office solutions with our custom reporting functionality.
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.