Solution introduction
Simplify complexity. Deliver excellence
View complex client portfolios holistically – even held away, private and real assets – to make smarter investment decisions and generate superior outcomes
Tools you need to decision and execute
Addepar is an open architecture, multi-product tech and data platform that delivers wealth managers rich data aggregation with maximum flexibility and scalability so that you can do what you do best — even better.
A complete view of your clients’ wealth
Addepar aggregates all financial accounts to create a consolidated view of your clients’ portfolios.
Deliver an enhanced client experience
Industry-leading analytics and performance reporting software allow you to tailor insights and conversations for each client and build long-lasting, trusted relationships.
Portfolio access with ease
Our digital tools provide your clients with encrypted access to their financial information anytime and anywhere.
ncrease operational efficiency
Bridge back-office solutions with our custom reporting functionality.
