Broker-Dealer

Your partner
in innovation

Addepar supports your digital transformation strategy and satisfies the most discerning advisors.


for Broker-dealer

Businesses bound to legacy systems lack the agility to adapt to new challenges and deliver on rising client expectations. Addepar helps you modernize your technology and unlock growth.

Our industry-leading data aggregation and reporting capabilities enable you to manage your client’s wealth holistically to build long-lasting, trusted relationships.

  • Aggregates all financial accounts to provide a consolidated view of portfolios, no matter the type of asset class, currency, or entity
  • Instantly analyze and visualize portfolio data, including liquid and illiquid client portfolios
  • Quickly create fully customized reports tailored to client needs

Data aggregation and reporting capabilities provide management with a consolidated view of the firm’s book of business as well as valuable business intelligence.

  • See held-away assets as well as your firm’s overall wallet share, and prioritize opportunities and vulnerabilities for your firm and your clients
  • Understand transactions taking place elsewhere to assess product gaps and client needs

Addepar partners with you to implement a scalable and secure platform that improves operational efficiency.

  • Dependable platform availability and peak performance at any scale
  • A multifaceted data security program that ensures the confidentiality and integrity of data that is trusted by financial firms around the world
  • Digital audit trail and permission tools enable compliance goals

Make your platform work the way you want with enterprise-grade integrations that seamlessly connect with your other tech.

  • Use pre-built applications to connect Addepar to all the tools you use to run your business
  • A robust API toolkit allows you to easily build seamless integrations with proprietary or legacy systems and other tech partners

Experts dedicated
to your success

  • Experts with a track record of implementations with complex institutions
  • We partner with you on adoption plans to help you effectively streamline the change management process

A global partner

  • We proudly support clients in over 14 countries
  • Create reports in any language and any currency

Recruit and retain talent

  • Use best of breed technology to help you recruit and retain top advisor teams
  • Provide talent with the tools to differentiate their client experience
 

You're in
good company

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