Solution introduction
Preserve wealth with peace of mind
No two family offices are alike. Whatever your strategy, Addepar's family office software helps you handle complexity efficiently — preserving family wealth for generations to come
For single family offices
Ultra-high-net-worth families invest with sophistication. We’re here to help you serve their unique needs.
All your data in a single place, securely
Create greater transparency by centralizing the family office’s financial information in a single place.
Make more informed decisions
Instantly analyze and visualize portfolio data. Immediately assess your exposure, understand your risk and turn insight into action.
Bespoke reporting in minutes
Flexible reporting capabilities give you the power to quickly create customized reports that update in real time.
Your data is protected
The security and privacy of your family office are our top priorities. We’ve designed a multifaceted data security program that ensures the confidentiality and integrity of data managed on our platform.
