Redefining what RIAs and Family Offices thought was possible for data aggregation and performance reporting, Addepar has raised the bar for innovation in the wealthtech space. Our team brings deep subject matter expertise to this platform, taking the lead for our clients from implementation through operation and optimization.
INVESTMENT DATA AGGREGATION & PERFORMANCE REPORTING
Addepar’s platform automates the aggregation of investment data through proprietary data feeds to power the creation of consolidated performance reports so that advisors can show their clients exactly what they own, where they own it, and how it’s performing.
Hosted by Amazon Web Services through a secure, cloud-based server, Addepar open architecture empowers technologists to aggregate information beyond investment data powered by an open API.
The latest features, functionality, and add-ons include a natively embedded trading and rebalancing tool called AdvisorPeak and a liquidity forecasting and pacing tool called Navigator.
Key Features & Benefits
Automated Data Aggregation from banks and custodians
Data Verification and Anomaly Detection
Cloud-Based Performance Calculation Engine
Portfolio Trading and Rebalancing
Scenario Modeling and Forecasting
Investment Data Analytics Visualization
Tailored Client Portal Access
Secure cloud-based server hosted by Amazon Web Services