Solution introduction
Addepar is a multi-product software and data platform that helps you deliver more for the portfolios in your care
With Addepar, analyze complex portfolio data with unparalleled flexibility — in any level of granularity — no matter the asset class
Create bespoke reports in minutes with our drag-and-drop reporting tools — and simplify and automate complex billing. Seamlessly integrate with our open system and leverage direct data feeds.
We are reimagining technology for wealth management.
