Addepar Navigator

Addepar add-on module providing forward-looking cashflow analysis and portfolio impact for private investment capital commitments test.

Flexible modeling capabilities
  • Using your imported data, model future investments and model alternative assets using a vast library of fund and cash flow data.
Advanced visualization tools
  • Get a 360° portfolio view with forward-looking and historical reports.
Addepar data integration
  • Leverage ownership structures to scale investment cash flows.
"What if" scenario capabilities
  • Simulate new investments across portfolios using discrete values.