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.