Your clients count on you to have the full picture. Deliver comprehensive portfolio views and reporting with our management tool so you can focus on building trusted relationships. Our wealth management platform integrates with the applications you use every day. We've pre-built integrations with our extensive market-leading partner network, so you can connect Addepar to the tools you use to run your business.
And, if there's another integration you need, you can quickly create it to your specifications with our custom integrations. The time it takes to create reports has been cut by 50%-60%, giving our team the opportunity for higher-value activities that benefit our families. In our view, Addepar is a leading technology solution when it comes to providing reporting for our clients with sophisticated financial needs.
And, if there's another integration you need, you can quickly create it to your specifications with our custom integrations. The time it takes to create reports has been cut by 50%-60%, giving our team the opportunity for higher-value activities that benefit our families. In our view, Addepar is a leading technology solution when it comes to providing reporting for our clients with sophisticated financial needs.
Services
Company
Report
We're bringing data, technology & people together to help investors make better, more informed decisions. The world of finance is in the midst of a seismic transformation. Large pools of capital dominate global financial markets. Yet many firms are forced to rely on outdated legacy systems that can't scale, and the most pervasive financial technology, globally, is still Excel.
Services
Report
No matter what your goals are, our team has the knowledge, training and resources to help you achieve them. We're here to help you implement Addepar and ensure our solutions have the desired strategic impact on your business. Our hands-on service approach helps you achieve goals and maximize the value of your investment.
We're Hiring. What Will You Add? Learn more
Report
One of my favorite aspects of the design process is creating intuitive solutions that simplify complexity for our clients. And beyond that, the real opportunity is to continue innovating, strive for a higher bar and push the design standard further in order to shift financial services from being business-centered to being human-centered.
Why Addepar
Report
Addepar consolidates and unifies all your data so you can easily analyze any portfolio, provide clients with a more complete and meaningful financial picture and offer the best possible advice. In the world of financial advice, speed, clarity and foresight aren't just nice to have, they're a necessity.
Solutions
Report
Addepar's RIA platform 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. No matter the type of asset class, currency or entity, data is continually updated and available for all clients.
Reviews
Be the first to review Addepar.
Write a Review
