Insight & Accomplishment
Addepar provides a comprehensive view of a client's entire financial picture by aggregating data from various sources. Its powerful analytics engine allows advisors to model complex scenarios and provide insightful advice for ultra-high-net-worth clients and family offices.
Key Features
- Data aggregation across all asset classes
- Customizable performance reporting
- Portfolio analysis and modeling tools
- Client portal and mobile app
- Open platform with API integrations