Solutions
Your clients count on you to have the full picture.
They wouldn’t want you to settle for anything less.
Solutions
Increase efficiency while delivering high-touch service to clients.
Secure technology for preserving and generating wealth.
Provide a personalized wealth management solution at scale.
Modernize your legacy technology and unlock growth.
Integrations
You can make Addepar even better by integrating it 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.
Assets managed
on Addepar
Markets worldwide
Reduction in time
creating reports
RIA clients on Addepar
outgrow their peers
