Audience

Asset owners and advisors looking for a wealth management platform to make more informed and timely investment decisions

About Addepar

Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting. 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. Rely on our in-house industry experts to understand your firm’s needs and get your firm up and running. Access our on-demand help center and online training portal to kickstart your experience. Addepar utilizes best practice safeguards, including role-based access control and data encryption at rest and in transit.

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Integrations

API:
Yes, Addepar offers API access
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Ratings/Reviews

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Company Information

Addepar
Founded: 2009
United States
addepar.com/ria

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Product Details

Platforms Supported
Cloud
iPhone
iPad
Training
Documentation
Live Online
Support
Phone Support
Online

Addepar Frequently Asked Questions

Q: What kinds of users and organization types does Addepar work with?
Q: What languages does Addepar support in their product?
Q: What kind of support options does Addepar offer?
Q: What other applications or services does Addepar integrate with?
Q: Does Addepar have an API?
Q: Does Addepar have a mobile app?
Q: What type of training does Addepar provide?

Addepar Product Features

Investment Management

Payroll & Commissions
Performance Metrics
Portfolio Management
Client Management
Commodities
Risk Management
Benchmarking
Fund Management
Accounting Management
Data Import / Export
Bonds / Stocks
Modeling & Simulation
For Investment Advisors
For Investors & Traders
Compliance Reporting