Solution introduction
Deliver the personal touch, at scale
Addepar helps you provide a comprehensive wealth management solution and position yourself as a strategic partner to your clients
For private bank
Client expectations are rising at an unprecedented rate. Addepar powers a personalized experience that can translate into a competitive advantage.
Manage your clients’ wealth holistically
Addepar aggregates all financial accounts across all relationships to provide your clients with a consolidated view of their portfolios.
Deliver the ultimate experience
Industry-leading analytics and reporting software allow investment professionals to tailor insights and conversations to each client and build long-lasting, trusted relationships.
Modernize your technology
Addepar partners with you to design and implement a scalable technology platform that delivers a competitive advantage and improves operational efficiency.
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.
