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ADDEPAR | DISCOVERY WEEK How to Use New Technology to Grow Your Business. Learn first-hand about how the right platform can help you respond promptly to client requests, effectively manage any portfolio or asset and streamline your reporting processes and workflows. Session 3 - Make the Switch.June 10. 1
MIRADOR | ADDEPAR
Mirador helps advisory firms stay lean and leverage Addepar’s platform to its fullest capabilities. By outsourcing operational and administrative tasks to Mirador, advisors gain an experienced operations team to manage reporting, billing, data management andmore.
CANOE | ADDEPAR
Canoe’s alternatives aggregation software automates the collection of investment data from unstructured document sources like emails and PDFs. After collecting and standardizing the data, Canoe’s system creates analysis-ready transaction information for VC funds, private equity, and other assets in Addepar’s preferred data format.RCI | ADDEPAR
RCI. Addepar Navigator SM, formerly known as RCI, overlays investment strategy on portfolio data to provide deeper transparency into holdings and expected outcomes. Now a wholly-owned subsidiary of Addepar, Navigator helps family offices, advisors, and institutional asset managers model and analyze future outcomes for portfolios usingvarious
ADDEPAR DEVELOPER PORTAL Addepar continues to set the bar very high with their APIs and developer portal. Addepar's commitment to open architecture gives us the confidence to build enduring solutions for our clients using engineering that we know is best-in-class.”. My experience using Addepar's APIs for our Practifi platform has been extremely positive. INTRODUCING MARKETPLACE Introducing Marketplace. A few weeks ago Addepar announced the launch of Marketplace, a digital platform that supplements our reporting capabilities and gives our clients access to a wide range of financial products. Our launch partners cover cash management, hedge funds and private equity, and secondary trading in private securities and LP FUTURE VIEW: ADDEPAR ACQUIRES RCI TO HELP CLIENTS MAKE This acquisition brings together two world-class teams with deep roots in technology- and data-fueled innovation and a passion for and understanding of financial markets and investment management. The entire RCI team, including co-founders Dr. Ashby Monk and Kanishk Parashar, will join team Addepar and continue driving the vision andexecution
ADDEPAR | OPEN SOURCE Addepar Open Source. As a company built on open source, here are some of the internally-developed. libraries we contribute back to the community. If you’re interested in helping us build and contribute to these projects, we’re hiring! ADDEPAR | WEALTH MANAGEMENT PLATFORM | ADDEPARWHY ADDEPARSOLUTIONSCLIENTSCAREERSCONNECT WITH USFAMILY OFFICE Addepar is a wealth management platform specializing in data aggregation, analytics and reporting. Provide clients with a complete, meaningful financial picture and offer better advice with consolidated and unified data. Learn more about Addepar's tailored, tech-forward wealth management software. CLIENTS - ADDEPARWEALTH MANAGEMENT PLATFORMFAMILY OFFICESILICON VALLEY BANKCONTACTJEFFERIESRINCON ADVISORS Addepar 2020 Client Advisory Board. Our inaugural Client Advisory Board brings diverse perspectives from leading independent wealth managers together to share in a common goal of developing the best product for our clients and communities. Together, they will lend their insights to Addepar’s strategic plans and help us create newways to
ADDEPAR | DISCOVERY WEEK How to Use New Technology to Grow Your Business. Learn first-hand about how the right platform can help you respond promptly to client requests, effectively manage any portfolio or asset and streamline your reporting processes and workflows. Session 3 - Make the Switch.June 10. 1
MIRADOR | ADDEPAR
Mirador helps advisory firms stay lean and leverage Addepar’s platform to its fullest capabilities. By outsourcing operational and administrative tasks to Mirador, advisors gain an experienced operations team to manage reporting, billing, data management andmore.
CANOE | ADDEPAR
Canoe’s alternatives aggregation software automates the collection of investment data from unstructured document sources like emails and PDFs. After collecting and standardizing the data, Canoe’s system creates analysis-ready transaction information for VC funds, private equity, and other assets in Addepar’s preferred data format.RCI | ADDEPAR
RCI. Addepar Navigator SM, formerly known as RCI, overlays investment strategy on portfolio data to provide deeper transparency into holdings and expected outcomes. Now a wholly-owned subsidiary of Addepar, Navigator helps family offices, advisors, and institutional asset managers model and analyze future outcomes for portfolios usingvarious
ADDEPAR DEVELOPER PORTAL Addepar continues to set the bar very high with their APIs and developer portal. Addepar's commitment to open architecture gives us the confidence to build enduring solutions for our clients using engineering that we know is best-in-class.”. My experience using Addepar's APIs for our Practifi platform has been extremely positive. INTRODUCING MARKETPLACE Introducing Marketplace. A few weeks ago Addepar announced the launch of Marketplace, a digital platform that supplements our reporting capabilities and gives our clients access to a wide range of financial products. Our launch partners cover cash management, hedge funds and private equity, and secondary trading in private securities and LP FUTURE VIEW: ADDEPAR ACQUIRES RCI TO HELP CLIENTS MAKE This acquisition brings together two world-class teams with deep roots in technology- and data-fueled innovation and a passion for and understanding of financial markets and investment management. The entire RCI team, including co-founders Dr. Ashby Monk and Kanishk Parashar, will join team Addepar and continue driving the vision andexecution
ADDEPAR | OPEN SOURCE Addepar Open Source. As a company built on open source, here are some of the internally-developed. libraries we contribute back to the community. If you’re interested in helping us build and contribute to these projects, we’re hiring!ADDEPAR
Sally leads people and workplace at Addepar. She is responsible for aligning business priorities with organizational and people strategies including talent acquisition and development, talent management, rewards and recognition, operations, security, and real estate. Prior to Addepar, Sally was the Vice President, People, Workplace, and ITfor
CLIENTS - ADDEPAR
Our Clients at the Core. Addepar 2020 Client Advisory Board. Our inaugural Client Advisory Board brings diverse perspectives from leading independent wealth managers together to share in a common goal of developing the best product for our clients and communities.ADDEPAR
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 data driven financial plans and holisticADDEPAR
More comprehensive than QuickStart, Addepar 101 is your introduction to everything Addepar. Through lectures, demonstrations, guest speakers, and hands-on exercises, this course will enable you to comfortably navigate the Addepar platform. You’ll also learn about our development process and the services we offer to ensure yoursuccess.
ADDEPAR
Addepar easily and continually aggregates all financial accounts and investments and enhances them with relevant market and third-party data to provide you with a consolidated view of your clients’ wealth across institutions. The platform is flexible enough to track any asset that can be owned.PARTNER DIRECTORY
Partner Directory. We're proud to be working with market-leading data, technology, and solutions partners. Together we build solutions that enhance the client experience. Technology. Partner. Summary. Partner Types. Preferred Plus. Partners working with a significant number ofAddepar clients.
FAMILY OFFICE SOFTWARE Addepar's family office software helps you handle complexity efficiently — preserving family wealth for generations to come. Create greater transparency and make more informed decisions by centralizing the family office’s data in a single place. Learn more about Addepar's family office technology.CAREERS - ADDEPAR
Addepar is creating a unified data model and architecture for trillions of dollars in global assets — we gather the best information and make it transparent and available when it’s needed. Together with our clients, we have one aim: to help their clients realize their goals and make more informed decisions about how they'reallocating capital.
INTRODUCING MARKETPLACE Introducing Marketplace. A few weeks ago Addepar announced the launch of Marketplace, a digital platform that supplements our reporting capabilities and gives our clients access to a wide range of financial products. Our launch partners cover cash management, hedge funds and private equity, and secondary trading in private securities and LP ADDEPAR DEVELOPER PORTAL Addepar continues to set the bar very high with their APIs and developer portal. Addepar's commitment to open architecture gives us the confidence to build enduring solutions for our clients using engineering that we know is best-in-class.”. My experience using Addepar's APIs for our Practifi platform has been extremely positive.Addepar
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WHAT SETS THE NEXT-GENERATION FIRM APART?Blog ➔
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THE BEST CLIENT EXPERIENCES ARE CREATED WITH ADDEPAR Our portfolio reporting platform is designed to help you make the best decisions and deliver on what matters most — your client goals. Connect with us DiscoverClose
PORTFOLIO REPORTING
FOR THE MODERN ADVISOR Your clients count on you to have the full picture. They wouldn’t want you to settle for anything less.* Aggregate every
ownable asset
* Analyze & visualize portfolio data instantly * Easily create customized, branded reports * A beautiful experience your clients will love_Solutions_
TAILORED, TECH-FORWARD SOLUTIONS. ALL ON A SINGLE PLATFORM. REGISTERED INVESTMENT ADVISOR Increase efficiency while delivering high-touch service to clients.Learn more
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Secure technology for preserving and generating wealth.Learn more
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Provide a personalized wealth managementsolution at scale.
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Modernize your legacy technology and unlock growth.Learn more
_Integrations_
INTEGRATE ADDEPAR WITH ALL OF YOUR APPLICATIONS 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.Explore more
RESULTS
THOUSANDS OF WEALTH ADVISORS COUNT ON US TO HELP THEM DELIVER CLIENTRESULTS
$1.7T
Assets managed
on Addepar
14+
Markets worldwide
50%
Reduction in time
creating reports
25%
RIA clients on Addeparoutgrow their peers
WE WORK WITH SOME OF THE BEST Explore their stories ➔ > Addepar has enabled us to be a True Fiduciary® for our clients. > Paul Pagnato | PagnatoKarp > Addepar is light years ahead in every category as it relates to > customization. Jon Porter | Three Bell Capital > 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 > 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 > Addepar has enabled us to be a True Fiduciary® for our clients. > Paul Pagnato | PagnatoKarp > Addepar is light years ahead in every category as it relates to > customization. Jon Porter | Three Bell Capital > 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 > 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 > Addepar has enabled us to be a True Fiduciary® for our clients. > Paul Pagnato | PagnatoKarp* 1
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ADDEPAR IS A WEALTH MANAGEMENT PLATFORM THAT SPECIALIZES IN DATA AGGREGATION, ANALYTICS AND PERFORMANCE REPORTING.Connect with us
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