AI TOOL PROFILE
Addepar: Investment Portfolio Management and Asset Aggregation
- Finance and Accounting
- Asset Management
- 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.
At a glance
- Best for
- Wealth Management Firms, Family Offices, Private Banks, Registered Investment Advisors (RIAs), Financial Institutions
- Key use cases
- Consolidated Wealth Reporting, Client Meeting Preparation, Portfolio Stress Testing, Billing Management
- Integrations
- API integrations
- Official website
- Visit Addepar official website
How AI is used
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
Data Aggregation
Collects and consolidates financial data across liquid, illiquid, private, and real assets.
Real Time Reporting
Provides updated portfolio views and supports the creation of customizable, branded reports for clients.
Performance Analytics
Tools to analyze and visualize portfolio data and track investment performance.
Scenario Modeling
Supports modeling asset allocations to test hypothetical performance against client goals.
Fee Calculation Tools
Designed to help with the calculation, production, and tracking of client fees.
Addison AI
An AI assistant that provides contextual answers grounded in portfolio data.
Client Portals
Encrypted mobile and iPad apps that allow clients to view their portfolios.
Use Cases
Consolidated Wealth Reporting
Aggregating held-away and private assets to provide a holistic view of a client's net worth.
Client Meeting Preparation
Using AI-driven queries to analyze portfolio drivers and prepare for client reviews.
Portfolio Stress Testing
Running scenario models and forecasting to align asset allocations with cash flow requirements.
Billing Management
Calculating and reviewing granular fee details across multiple client accounts.
Integrations
- API integrations
FAQ
Who is Addepar designed for?
- Addepar is designed for investment professionals, including wealth management firms, family offices, private banks, and RIAs.
What assets can Addepar track?
- The platform aggregates data across financial accounts, including liquid assets, private assets, and real assets.
Does Addepar use AI?
- Yes, it features Addison, an AI assistant that provides contextual answers grounded in portfolio data to support client prep and analysis.
How do clients access their data in Addepar?
- Clients can use encrypted, customizable portals and dedicated mobile and iPad apps to access their portfolios.
Source category: Finance & Accounting
Source subcategory: Asset Management
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