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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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Prachi K.
PK
Prachi K.
Technical Lead
01/17/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

One stop platform to cover all investment accounts of Client, including held-away assets

World-class solution to address a range of client needs and front office pain points, namely - - Reduce the manual burden on the front office, product specialists, and middle office to alleviate pain points related to multi-currency and alts reporting. - Addepar can customize reports and outputs as against generating static reporting - Seamless use access to investment accounts and balances and portfolio activity through integrated online portal
Shreyans M.
SM
Shreyans M.
IT Project Manager
01/16/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Fantastic Wealth Management Platform for Performance Reporting of Investment Accounts

Addepar helps the asset owners with a calculated performance report for investment accounts, thus enabling them to make a better investment decision. Accordingly, they help banks by providing solutions which can contribute to investment advisory, financial advise and hence elevating bank's relationship with Customers

About

Contact

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
Website
addepar.com