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.

Integrations

API:
Yes, Addepar offers API access

Ratings/Reviews

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features 0.0 / 5
design 0.0 / 5
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Company Information

Addepar
Founded: 2009
United States
addepar.com/ria

Videos and Screen Captures

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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 Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Client Management Not Supported
Commodities Not Supported
Risk Management Not Supported
Benchmarking Not Supported
Fund Management Not Supported
Accounting Management Not Supported
Data Import / Export Not Supported
Bonds / Stocks Not Supported
Modeling & Simulation Not Supported
For Investment Advisors Not Supported
For Investors & Traders Not Supported
Compliance Reporting Not Supported