A platform built to simplify complexity

Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology so that you can do what you do best—even better.

Data to power unparalleled flexibility

• Aggregate every ownable asset
• Analyze & visualize portfolio data instantly
• Easily create customized, branded reports
• A beautiful experience your clients will love

Integrated solutions that enhance workflows

Portfolio Trading and Rebalancing

• Align portfolios to targets with portfolio decisions powered by aggregated Addepar data.
• Rebalance on demand for select accounts, households, portfolios or an entire book of business.

Scenario Modeling and Forecasting

• Model asset allocations–including illiquid assets–to optimally achieve your client’s goals, objectives and cash flow requirements.
• Choose from various capital market assumptions to test hypothetical performance across different scenarios.

Streamlined Billing, Plus Calculation Insights

• Simplify the calculation, production and tracking of fees, and run and review any bill across all accounts.
• Billing summary and fee detail pages offer a more digestible layout and capture granular fee calculations used to generate bills.