Registered Investment Advisor

The power to
achieve more

Addepar allows you to spend time on what matters most: investing in client relationships.

for ria

You rely on innovative technology to increase efficiency and scale. Count on Addepar to enhance your operations and give you more time to grow your firm.​

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
  • Easily view investments across custodial accounts and uncover opportunities to provide holistic advice and grow your relationship

Industry-leading analytics and reporting software allow you to tailor insights and conversations for each client and build long-lasting, trusted relationships.

  • Instantly analyze and visualize portfolio data, and communicate relevant insights to your clients on the fly
  • Easily create customized, branded reports in minutes

Our digital tools provide your clients with encrypted access to their financial information anytime and anywhere.

  • A customizable portal provides on-demand access in a highly intuitive experience
  • Intuitive mobile and iPad apps make it easy for clients to securely access portfolios at any time

Bridge back-office solutions with our custom reporting functionality.

  • Seamlessly integrate workflows with out-of-the box integrations
  • Our automated data aggregation and verification allows your team to win back hours spent on manual efforts ranging from reporting to compliance

Easy onboarding

  • Rely on our in-house industry experts to understand your firm’s needs and get your firm up and running
  • Access our on-demand Help Center and online training portal to kickstart your experience

Your data is protected

  • Addepar utilizes best practice safeguards, including role-based access control and data encryption at rest and in transit.
  • Stunning mobile and iPad apps make it easy for family members to access portfolios from a smartphone in a secure way, at any time.

Expand your community

  • Rely on our in-house industry experts to understand your firm’s needs and get your firm up and running
  • Access our on-demand Help Center and online training portal to kickstart your experience
 

Testimonials

You’re in good company

Read case studies
PagnatoKarp
We’ve been able to grow our business, provide customized reports, and maintain a 99% client- retention rate — all without investing in additional human resources for reporting.

Paul Pagnato

PagnatoKarp

Gleneagles Group
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.

Catherine Jackson

Gleneagles Group

Morgan Stanley
In our view, Addepar is a leading technology solution when it comes to providing reporting for our clients with sophisticated financial needs.

Sal Cucchiara

Morgan Stanley