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Addepar

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5 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.1
Serving customers since
2009

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Addepar Reviews

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Amir U.
AU
Amir U.
AWS | DVA-C01 X1 | CCP x1 | AZ-900 x1 | Android App Developer | FreeLancing
11/15/2024
Validated Reviewer
Review source: G2 invite
Incentivized Review

Wealth management platform at single stoppage

Addepar goes beyond performance reporting, offering a comprehensive suite of tools to streamline portfolio management and analysis. The platform facilitates risk assessment, allowing asset owners to make strategic decisions based on a thorough understanding of their investments. Moreover, Addepar's advanced analytics contribute to improved financial advisory services, empowering banks to offer tailored recommendations that align with their clients' goals and preferences. This multifaceted approach not only enhances investment decision-making but also strengthens the overall client-bank relationship.
Deepansh D.
DD
Deepansh D.
Enterprise Architect | Cloud Architect | Solutions Architect
05/12/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Addepar wealth management platform

Addepar advantage is that it works on any type of data, good scalability in a single platform.
SAILEE J.
SJ
SAILEE J.
Scrum Master [Associate] at Cognizant
01/22/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Fantastic Wealth Management Platform to generate Performance data for investment banking clients

Addepar helps provide a detailed performance report to Investment banking clients based on their activities performed as part of their respective investment accounts. It gives the clients an instant view of all their investment data and visualizes the overall portfolio at any given time hence building and elevating the client relationship.

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HQ Location:
New York, New York, United States

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@Addepar

What is Addepar?

Addepar is a technology company that provides comprehensive wealth management solutions for financial professionals, including advisors, asset managers, and family offices. The platform offers data aggregation, analytics, and powerful reporting tools to help users make informed investment decisions and enhance client communications. Addepar’s robust software is designed to handle complex portfolios, offering insights and transparency across a range of asset classes. By integrating various financial data sources, Addepar empowers its users to deliver exceptional client service and manage wealth with greater precision.

Details

Year Founded
2009