Addepar

Investment Management Platform

Cos'è Addepar ?

Addepar streamlines the increasing complexities of modern investment management into one seamless platform: comprehensive data aggregation, unmatched data integrity, flexible analytics, intuitive reporting, limitless customization and interactive portals. Addepar empowers advisors to increase client satisfaction, business efficiency and business growth: Welcome to the future of investment management.

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Latest news Addepar

Wealthtech Addepar Introduces Features Allowing Clients to Run Reports at Enterprise Scale

Wealthtech firm Addepar has shared key platform updates, research insights and the latest client, partner and company developments.

11 hours ago
Why Wealth Managers Are Choosing These Crypto Accounts

Separately managed accounts have seen explosive growth in TradFi, and there are benefits in crypto, too.

3 weeks, 5 days ago
Wealthtech Addepar Introduces Risk Management Framework with Suggestions to Help Investors Manage Cash, Meet Liquidity Needs

The Addepar platform has shared updates, research insights and client, partner and company developments.

1 month, 1 week ago