Addepar: Investment Portfolio Management and Asset Aggregation
Addepar helps wealth managers and family offices consolidate financial data. It is designed for firms that need to track liquid and illiquid assets in a single view.
At a glance
- Category
- Finance & Accounting
- Best for
- Wealth Management Firms, Family Offices, Private Banks, Registered Investment Advisors (RIAs), Financial Institutions
- Pricing
- Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Consolidated Wealth Reporting, Client Meeting Preparation, Portfolio Stress Testing, Billing Management
- Integrations
- API integrations
- Official website
- addepar.com
Addepar is a data and software platform designed for investment professionals who manage complex portfolios. It focuses on aggregating data from various sources, including private and real assets, to provide a consolidated view of a client's total wealth.
The platform is built for wealth management firms, family offices, and private banks. It supports digital workflows by aggregating accounts and offering tools for performance analytics and scenario modeling.
Beyond reporting, the tool includes Addison, an AI assistant that can answer contextual questions about portfolio data to support client preparation. It also provides mobile and iPad apps so clients can access their financial information securely.
Buyers should confirm if the advanced aggregation and modeling capabilities align with their firm's internal capacity and requirements.
Key Features
Collects and consolidates financial data across liquid, illiquid, private, and real assets.
Provides updated portfolio views and supports the creation of customizable, branded reports for clients.
Tools to analyze and visualize portfolio data and track investment performance.
Supports modeling asset allocations to test hypothetical performance against client goals.
Designed to help with the calculation, production, and tracking of client fees.
An AI assistant that provides contextual answers grounded in portfolio data.
Encrypted mobile and iPad apps that allow clients to view their portfolios.
Use Cases
Aggregating held-away and private assets to provide a holistic view of a client's net worth.
Using AI-driven queries to analyze portfolio drivers and prepare for client reviews.
Running scenario models and forecasting to align asset allocations with cash flow requirements.
Calculating and reviewing granular fee details across multiple client accounts.
Best For
Integrations
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
Addepar is designed for investment professionals, including wealth management firms, family offices, private banks, and RIAs.
The platform aggregates data across financial accounts, including liquid assets, private assets, and real assets.
Yes, it features Addison, an AI assistant that provides contextual answers grounded in portfolio data to support client prep and analysis.
Clients can use encrypted, customizable portals and dedicated mobile and iPad apps to access their portfolios.
Source category: Finance & Accounting
Source subcategory: Asset Management
