Name: Addepar
Author: Addepar

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Continuous Integration

Development

Online Proctoring Software

Education

Association Management

Business Intelligence (BI)

Collaboration

Contract Analysis

Data Analytics  and BI Services

Document Generation

File Sync

Enterprise

Accounting

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

Payroll

Recruitment Agency

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Design

Asset Tokenization

Cloud Storage

Container Management

DevOps

Disk Based Backup

Fraud Detection

Hadoop-Related

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Managed Private Cloud

Network Access Control (NAC)

Network Performance Monitoring

Relational Database Management Systems

Requirements Management

SSL Certificate

Tower Servers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Customer Loyalty Program

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Automation

Personalization Engines

Product Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Email Signature

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Sales

Cloud Access Security Brokers

Data Loss Prevention

User and Entity Behavior Analytics (UEBA)

Security

Automotive

Catering

Church Management

Estate Planning

Hotel Management

Insurance Claims Management

Law Practice Management

Multiple Listing Service (MLS)

Vertical-Specific

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Addepar is a software and data platform designed to simplify complexity in the field of financial advice. According to the vendor, it aims to empower investment professionals with data, insights, and advanced technology to make well-informed investment decisions and achieve better outcomes for the portfolios they manage. Addepar caters to a diverse range of clients, including wealth managers, family offices, private banks, broker-dealers, and institutions of various sizes.

## Key Features

**Aggregate every ownable asset**: Addepar can efficiently and continuously consolidate financial accounts and investments, enriching them with relevant market and third-party data. This provides users with a comprehensive view of clients' wealth across multiple institutions. The platform is highly flexible and capable of tracking any type of owned asset.

**Analyze & visualize portfolio data instantly**: Addepar offers an intuitive user experience that enables investment professionals to instantly analyze and visualize portfolio data. Users can derive valuable insights and effectively communicate information to clients in real-time. The platform provides flexible reporting tools that allow for the creation of customized reports, which update in real-time. Users can choose from pre-built templates or create bespoke content, all tailored to their firm's specifications.

**Easily create customized, branded reports**: Addepar provides flexible reporting capabilities, allowing users to effortlessly generate customized, branded reports. Users can quickly produce tailored reports that update in real-time, utilizing pre-built templates or creating their own content. The reports can be fully branded to align with the firm's identity, enhancing the overall client experience.

**Integrated solutions that enhance workflows**: Addepar offers integrated solutions that streamline workflows for investment professionals. This includes portfolio trading and rebalancing, which enables the alignment of portfolios to targets using aggregated Addepar data. Users can rebalance on demand for specific accounts, households, portfolios, or an entire book of business. The platform also provides scenario modeling and forecasting capabilities, as well as streamlined billing and calculation insights.

**Portfolio Trading and Rebalancing**: Addepar's portfolio trading and rebalancing feature empowers users to align portfolios with targets using aggregated Addepar data. Users can easily rebalance on demand for select accounts, households, portfolios, or an entire book of business. This feature facilitates informed investment decision-making and ensures portfolios remain on track.

**Scenario Modeling and Forecasting**: Addepar's scenario modeling and forecasting feature allows users to simulate different investment scenarios and forecast portfolio performance. This functionality enables users to make well-informed decisions and plan for various market conditions.

**Streamlined Billing, Plus Calculation Insights**: Addepar offers streamlined billing capabilities, simplifying fee management for clients. The platform provides calculation insights to help users understand the impact of fees on portfolio performance.

**Data Partners**: Addepar supports direct data feeds from various sources, such as banks, custodians, fund administrators, alternative platforms, aggregators, and market data providers. This ensures comprehensive data quality and breadth for users of the platform.

**Technology Partners**: Addepar seamlessly integrates with other technology platforms, enabling users to optimize their workflows and minimize time spent switching between systems. This integration enhances workflow efficiency and enables users to prioritize client interactions.

Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.

Covercy

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

Addepar

Investment Portfolio Management

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Addepar

Overview

What is Addepar?