Addepar platform Overview

Addepar transforms how investment professionals manage portfolios by simplifying complex data into actionable insights. This platform supports global investment teams with advanced technology that aggregates and analyzes financial information. Users gain a clear view of past, present, and future investment positions, enhancing decision-making precision. Addepar's unique ability to handle intricate data sets offers unparalleled flexibility, making it an essential tool for revenue management. Its focus on collective intelligence ensures shared rewards, aligning with the needs of diverse financial professionals.

Use Cases

Customers recommend Social Media Analytics, Lead Analytics, Workflow Management, as the business use cases that they have been most satisfied with while using Addepar platform.

Other use cases:

  • Onboarding
  • Lead Scoring
  • Competitive Intelligence
  • Content Curation
  • Lead Qualification: Technographic
  • Rating And Review Management
  • Helpdesk Management
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Business Priorities

Enhance Customer Relationships and Scale Best Practices are the most popular business priorities that customers and associates have achieved using Addepar platform.

Other priorities:

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Addepar platform Use-Cases and Business Priorities: Customer Satisfaction Data

Addepar platform's features include Personalization, and Dashboard. and Addepar platform support capabilities include Chat Support, 24/7 Support, AI Powered, etc. also Addepar platform analytics capabilities include Analytics, and Custom Reports.

Addepar platform, belong to a category of solutions that help Revenue Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Addepar-platform enables personalized financial management through advanced technology. Relationships are strengthened by providing transparent and comprehensive data.

Comprehensive Insights on Addepar platform Use Cases

How can Addepar platform optimize your Social Media Analytics Workflow?

What benefits does Addepar platform offer for Workflow Management?

How can Addepar platform enhance your Onboarding process?

8+ more Business Use Cases

85 buyers and buying teams have used Cuspera to assess how well Addepar platform solved their Revenue Management needs. Cuspera uses 181 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Revenue Management needs.

Case Studies

Financial Services

CASE STUDY Three Bridge Wealth Advisors

Addepar helped Three Bridge Wealth Advisors upgrade their technology to support rapid growth. Three Bridge chose Addepar for its strong features in handling alternative investments and its customizat...ion options. The Addepar Client Success team trained Three Bridge staff to use the system quickly and efficiently. With Addepar, report creation time dropped from four days to about 10 minutes, and data aggregation now takes just four seconds. Three Bridge is very satisfied with the results and the support from Addepar.

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Financial Services

CASE STUDY Tiedemann Advisors

Addepar helped Tiedemann Advisors improve their investment and wealth management reporting. Tiedemann needed better technology to support rapid growth and client demands. Addepar provided a flexible ...platform for customizable, detailed reporting, especially for impact investments. The solution automated manual processes and enabled Tiedemann to scale without expanding their team. Tiedemann tripled their client base in five years and now offers advanced, integrated reporting to clients.

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Financial Services

CASE STUDY Winthrop Wealth

Addepar helped Winthrop Wealth improve their client experience. The firm needed better tools for portfolio reporting and data accuracy. Addepar provided automated data checks, easy report building, a...nd strong Salesforce integration. Advisors now spend less time on manual work and more time with clients. The new system supports growth and builds trust with clients.

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Financial Services

CASE STUDY Saranac Partners

Addepar helped Saranac Partners, a wealth management firm, solve manual and inefficient processes. Saranac used to spend a lot of time on manual analysis and reporting. With Addepar, they saw a 97% d...ecrease in manual work and doubled the number of clients served. The firm now gives clients tailored portfolio views and faster, more accurate analysis. Addepar improved efficiency and client satisfaction for Saranac Partners.

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Financial Services

CASE STUDY Three Bell Capital

Addepar helped Three Bell Capital deliver a modern client experience for tech-savvy investors. Three Bell needed a flexible, customizable platform for clear, user-friendly reporting. Addepar provided... tools to organize and display data in ways that fit client needs. The platform's customization features let Three Bell tailor reports and visuals for each client. Four out of five clients said they were satisfied with the portal and its data presentation. Addepar enabled 24/7 live portfolio updates and improved client understanding of investments.

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Financial Services

CASE STUDY WE Family Offices

Addepar helped WE Family Offices improve growth and efficiency. WE Family Offices needed to scale their advisory services and get real-time portfolio insights. They chose Addepar as their technology ...platform. With Addepar, they reduced manual transactions by 27% and automated 30% of transactions. They doubled their client base with no increase in operational headcount. Report creation time dropped by 94%. WE Family Offices now works faster and serves more clients without losing quality.

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The Addepar Standard

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Peers used Addepar platform for social media analytics and lead analytics

Addepar platform Features

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FEATURE RATINGS AND REVIEWS
Analytics

4.31/5 ★

Read Reviews (17)
Custom Reports

4.22/5 ★

Read Reviews (49)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.31/5 ★

Read Reviews (17)
Custom Reports

4.22/5 ★

Read Reviews (49)

Addepar platform Integrations

Addepar platform integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

4.26/5 ★

Read Reviews (26)
Data Export

3.16/5 ★

Read Reviews (2)

OKTA

4.57 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Broadridge

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Practifi

4.32 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

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for Addepar platform

Top Failure Risks for Addepar platform

Addepar, Inc. News

M&A

Addepar acquires Arcus to boost AI capabilities

Addepar has acquired AltX to strengthen its position in the fast-growing alternatives investment market. This acquisition aims to enhance Addepars platform with advanced data aggregation and analytics for alternative assets, supporting wealth managers and financial advisors in delivering deeper insights and improved portfolio management for clients.

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M&A

Addepar Acquires Arcus to Accelerate AI Innovation

Addepar, a leading data platform for wealth and investment management, has acquired Arcus, an enterprise AI workflow platform. This acquisition aims to accelerate Addepar's AI innovation and enhance its platform with advanced AI capabilities for improved productivity and decision-making in asset management.

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M&A

Addepar Acquires AI Workflow Automation Startup Arcus

Addepar has acquired Arcus, an AI workflow automation startup. This acquisition aims to enhance Addepars investment portfolio management platform with advanced automation and artificial intelligence capabilities, strengthening its position in wealth management technology.

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M&A

Addepar acquires AI workflow startup - Citywire

Addepar has acquired Arcus, an AI startup focused on multimodal, multi-step AI workflows. This acquisition follows Addepar's recent $230 million Series G funding round and aims to strengthen its AI capabilities within its investment portfolio management platform. Arcus, founded in 2023, brings advanced workflow automation and artificial intelligence expertise to Addepars technology stack.

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Addepar, Inc. Profile

Company Name

Addepar, Inc.

Company Website

https://addepar.com/

HQ Location

Mountain View, California

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