Addepar

Addepar is a wealth management platform that provides tools for data analytics and portfolio visuals. It provides wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. The company’s platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. With Addepar as the hub for your operations, you have a consolidated, “go-to” place for critical information, eliminating the need for duplicative data entry and system cross-checks. Addepar even allows customers to submit inquiries and requests through its web site or by phone. Addepar’s wealth management platform integrates with the applications you use every day. They’ve pre-built integrations with their extensive market-leading partner network, so you can connect Addepar to the tools you use to run your business.