Your clients count on you to have the full picture. Deliver comprehensive portfolio views and reporting with our management tool so you can focus on building trusted relationships. Our wealth management platform integrates with the applications you use every day. We've pre-built integrations with our extensive market-leading partner network, so you can connect Addepar to the tools you use to run your business.
And, if there's another integration you need, you can quickly create it to your specifications with our custom integrations. The time it takes to create reports has been cut by 50%-60%, giving our team the opportunity for higher-value activities that benefit our families. In our view, Addepar is a leading technology solution when it comes to providing reporting for our clients with sophisticated financial needs.
And, if there's another integration you need, you can quickly create it to your specifications with our custom integrations. The time it takes to create reports has been cut by 50%-60%, giving our team the opportunity for higher-value activities that benefit our families. In our view, Addepar is a leading technology solution when it comes to providing reporting for our clients with sophisticated financial needs.
Services
We're bringing data, technology & people together to help investors make better, more informed decisions. The world of finance is in the midst of a seismic transformation. Large pools of capital dominate global financial markets. Yet many firms are forced to rely on outdated legacy systems that can't scale, and the most pervasive financial technology, globally, is still Excel.
No matter what your goals are, our team has the knowledge, training and resources to help you achieve them. We're here to help you implement Addepar and ensure our solutions have the desired strategic impact on your business. Our hands-on service approach helps you achieve goals and maximize the value of your investment.
One of my favorite aspects of the design process is creating intuitive solutions that simplify complexity for our clients. And beyond that, the real opportunity is to continue innovating, strive for a higher bar and push the design standard further in order to shift financial services from being business-centered to being human-centered.
Addepar consolidates and unifies all your data so you can easily analyze any portfolio, provide clients with a more complete and meaningful financial picture and offer the best possible advice. In the world of financial advice, speed, clarity and foresight aren't just nice to have, they're a necessity.
Addepar's RIA platform allows you to spend time on what matters most: investing in client relationships. Addepar aggregates all financial accounts to create a consolidated view of your clients' portfolios. No matter the type of asset class, currency or entity, data is continually updated and available for all clients.
Reviews (3)
PriddyDa YoungNigguh
Sep 04, 2021
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Trade with MRS Lilian Wilson and her company and have a wonderful trading experiences where your money is rest assured and your profit is very easy to withdraw.. I just made another withdrawal and I think it's worth testifying. you can contact her on email:lilianwilson220@gmail.com WhatsApp +1 (315) 696-7425
Kriss Phenton
Jun 22, 2021
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Ross Goldin
Sep 29, 2017
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I have worked at Addepar for over 2.5 years on the Client Solutions team. I have found my time here very rewarding so far and have truly enjoyed successfully deploying over 20 clients across over 7 countries. The clients I have worked with are extremely sophisticated and respectful. The team at Addepar is a pleasure to work with and we have built a strong community across both the Addepar team and our clients. I'm excited to see what the future brings as we continue to push the boundaries on what's possible.
