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

Why is Addepar platform the best choice for Social Media Analytics?

What makes Addepar platform ideal for Workflow Management?

How can Addepar platform optimize your Onboarding Workflow?

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

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CASE STUDY Laird Norton Wetherby

Addepar helped Laird Norton Wetherby merge three firms and unify their technology. The firm faced challenges with legacy systems, inconsistent asset classification, and manual workflows. Addepar prov...ided a flexible platform with strong integrations and custom reporting. LNW saved 40 hours per week managing alternatives, responded to client requests 20 hours faster, and saved over 1,000 hours in reporting each year. The transition improved efficiency and data accuracy for the investment teams.

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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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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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CASE STUDY Blue Oak Capital, LLC

Addepar helps Blue Oak Capital, LLC, a small RIA, automate performance reporting and streamline portfolio management. The firm uses Addepar’s flexible platform to customize client reports and elimina...te manual data work. This lets partners focus on building strong client relationships and winning new business. Addepar’s integrations with Redblack and Salesforce support Blue Oak’s lean, two-person team. The technology enables comprehensive reporting for 130 families and $450 million in assets under advisement.

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CASE STUDY Stone Temple Partners

Addepar Navigator helped Stone Temple Partners manage complex portfolios for multiple families. The firm faced challenges with manual spreadsheets, leading to inefficiency and missed opportunities. W...ith Navigator, Stone Temple closed 10–20% allocation gaps and saw a 150 basis point return lift. Planning time dropped by up to 90%. The platform enabled better modeling, risk oversight, and proactive planning for clients.

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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)

Practifi

4.32 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Broadridge

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

OKTA

4.57 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

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for Addepar platform

Top Failure Risks for Addepar platform

Addepar, Inc. News

Company

Wealthtech Addepar Expands Business Operations with Switzerland Office

Addepar has opened a new office in Geneva, expanding its presence in Europe and the Middle East. This move supports its mission to connect the investment sector and serve clients in the region, including family offices and private banks. The Geneva office adds to Addepar's existing locations in London, Edinburgh, and Dubai, enhancing its ability to provide innovative tech and data solutions.

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Company

Addepar's Global Expansion Accelerates with New Switzerland Office

Addepar has opened a new office in Geneva, Switzerland, as part of its global expansion strategy. This move enhances its presence in Europe and the Middle East, aiming to support investment professionals with advanced data and technology solutions. The Geneva office will help Addepar serve its clients better, offering services like portfolio reporting and analytics.

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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 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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Addepar, Inc. Profile

Company Name

Addepar, Inc.

Company Website

https://addepar.com/

HQ Location

Mountain View, California

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