{"best_for":["Wealth Management Firms","Family Offices","Private Banks","Registered Investment Advisors (RIAs)","Financial Institutions"],"citation":{"dataset":"aitoolsforbusiness-agent-tool-export","directory_tool_url":"https://aitoolsforbusiness.ai/addepar","json_profile_url":"https://aitoolsforbusiness.ai/data/tools/addepar.json","markdown_profile_url":"https://aitoolsforbusiness.ai/data/markdown/tools-md-001.json","schema_version":"1.4.0","suggested_citation_label":"AI Tools for Business: Addepar (https://aitoolsforbusiness.ai/addepar)"},"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."],"freshness_status":"fresh","name":"Addepar","pricing_note":"Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.","pricing_url":null,"primary_category":"Finance & Accounting","profile_last_verified":"2026-06-23T14:29:14.218Z","secondary_categories":[],"short_description":"Addepar is an investment portfolio management platform that provides data aggregation and real time reporting for complex financial portfolios.","slug":"addepar","sponsorship_status":"none","url":"https://aitoolsforbusiness.ai/addepar","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."],"website_url":"https://addepar.com/"}