Solution introduction
Your partner in innovation
Addepar supports your digital transformation strategy and satisfies the most discerning advisors
For Broker-Dealer
Businesses bound to legacy systems lack the agility to adapt to new challenges and deliver on rising client expectations. Addepar helps you modernize your technology and unlock growth.
Lead with the client experience
Our industry-leading data aggregation and reporting capabilities enable you to manage your client’s wealth holistically to build long-lasting, trusted relationships.
Identify opportunities for firm growth
Data aggregation and reporting capabilities provide management with a consolidated view of the firm’s book of business as well as valuable business intelligence.
A platform designed for enterprise
Addepar partners with you to implement a scalable and secure platform that improves operational efficiency.
