Prachi K.
PK
Technical Lead
Mid-Market (51-1000 emp.)
"One stop platform to cover all investment accounts of Client, including held-away assets"
4/5
What do you like best about Addepar?

World-class solution to address a range of client needs and front office pain points, namely -<br>- Reduce the manual burden on the front office, product specialists, and middle office to alleviate pain points related to multi-currency and alts reporting.<br>- Addepar can customize reports and outputs as against generating static reporting<br>- Seamless use access to investment accounts and balances and portfolio activity through integrated online portal Review collected by and hosted on G2.com.

What do you dislike about Addepar?

The estimated time for integration with Addepar can be heavily impacted due to the slower response time of the vendor management team. This further causes substantial delays in overall project delivery and elevates the project and resource costs. Review collected by and hosted on G2.com.

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4.1 out of 5 · Verified reviews from real users

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