Leverage Addepar portfolio data to assess various risk and attribution analytics. Fund managers and allocators can use Everysk to establish robust investment processes through a sophisticated and automated digital workforce.

Automate custom workflows

  • Use custom tags and rules to create thresholds and conditions for market and portfolio behavior. If limits are breached, email alerts and links to interactive reporting and remediation plans can help guide your next steps.

Identify sources of risk

  • Uncover portfolio exposure, assess risk based on historical data in Addepar, and simulate thousands of forward-looking portfolio outcomes in seconds.

Go beyond PDFs and spreadsheets

  • With dozens of templates and widgets, easily build branded, interactive reports to share with clients and your organization.

Reduce operational overhead

  • Automated no-code workflows make it easy to import your data, conduct analysis, and distribute reports - allowing you to build repeatable processes while scaling your business.