Empower Your Wealth Management with Addepar's Comprehensive Solutions

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Empower Your Wealth Management with Addepar's Comprehensive Solutions

Gain a Holistic View of Client Portfolios

Addepar simplifies the complexity of wealth management by offering a comprehensive view of client portfolios, including held away, private, and real assets. This holistic approach allows wealth managers to make informed investment decisions, leading to superior outcomes. With continual data updates across all types of asset classes, currencies, and entities, Addepar ensures that accurate and up-to-date information is always available for clients. By easily viewing investments across custodial accounts, wealth managers can identify opportunities to provide data-driven financial plans and holistic advice.

Enhance Client Experience with Digital Tools

Addepar provides digital tools that enhance the client experience by offering encrypted access to financial information anytime and anywhere. Clients have access to a customizable portal that provides on-demand access in a highly intuitive experience. Additionally, intuitive mobile and iPad apps make it easy for clients to securely access their portfolios at any time. This seamless access to financial information improves client engagement and satisfaction.

Increase Operational Efficiency with Integrated Solutions

Addepar offers integrated solutions that enhance workflows, such as portfolio trading and rebalancing. Wealth managers can align portfolios to targets using portfolio decisions powered by aggregated Addepar data. They can also rebalance on demand for select accounts, households, portfolios, or an entire book of business. Additionally, Addepar provides scenario modeling and forecasting tools, streamlined billing, and calculation insights to improve operational efficiency.

Protect Your Data and Expand Your Community

Addepar prioritizes data security by utilizing best practice safeguards like role-based access control and data encryption at rest and in transit. Clients and family members can securely access portfolios through stunning mobile and iPad apps. Furthermore, Addepar allows wealth managers to connect with and learn from other exceptional professionals in the industry through regular in-person learning and networking events. By embracing technology that serves clients, teams, and businesses, wealth managers can stay ahead in a competitive market.

Harness Intelligent Insights with Addepar

Addepar's complete data aggregation capability and powerful modeling and calculation tools enable wealth managers to gain clearer insights into client portfolios. By leveraging these tools, wealth managers can view, model, and share portfolio performance with clients in a way that suits both parties. This not only enhances decision-making but also reduces the strain on the team, allowing for faster and smarter decisions. Addepar's recognition as Best in Class in the 2023 Aite-Novarica RIA Report underscores its commitment to innovation and excellence in serving wealth managers globally.

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Transforming Investment Management with Addepar's Integration Center Disclaimer

Introduction to Addepar

Addepar is a comprehensive software and data platform designed to handle the complexities of various investment portfolios. It offers a range of solutions to address the intricate needs of investment management, making it a valuable tool for financial professionals seeking efficiency and accuracy in their work.

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