Addepar
This wealth management platform enhances investment strategies by providing a unified view of client portfolios, including complex assets. With real-time data aggregation, intuitive mobile access, and industry-leading analytics, advisors can customize insights and reports, fostering deeper client relationships while streamlining workflows and ensuring secure, on-demand access to financial information.
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Top Addepar Features
- Holistic portfolio view
- Continuous data updates
- Custodial account investments
- Data-driven financial planning
- Tailored client insights
- Instant portfolio analysis
- Customized branded reports
- Encrypted client access
- Intuitive customizable portal
- Mobile and iPad accessibility
- Automated data aggregation
- Seamless workflow integration
- On-demand portfolio rebalancing
- Asset allocation modeling
- Fee calculation simplification
- Granular billing summaries
- Role-based access control
- In-house expert support
- On-demand help center
- Networking with wealth managers
