Features & Benefits


Provide a holistic view

Addepar allows you to easily create custom reports on assets and portfolios of any kind. Multi-custodial, multi-asset class, multi-currency, complex ownership structures. Be able to look across clients and advisors for management reporting purposes.


Provide high-touch client service

Use technology to easily tailor the experience to each client. Addepar also allows you to be more responsive and insightful than ever, helping you build long-lasting, trusted relationships.


Streamline operations

With automated data aggregation, reconciliation and reporting, Addepar facilitates cross-firm collaboration through a centralized platform while making it easy for clients to access reporting from anywhere, at any time.


Enhanced privacy and security

Security is Addepar’s top priority. We have designed a multifaceted data security program that ensures the confidentiality, integrity, and privacy of the data managed on our platform. Your data is always protected, whether it’s in transit or at rest.

Crescent Grove Advisors "Addepar has upgraded our ability and our efficiency level, allowing us to spend more time on the important things that add value to our client relationships." Nick Kochanski
Managing Director, Chief Financial Officer

Provide the highest level of client service.

See how you can grow your business while upgrading your clients' experience.

Speak with Addepar