Opto Investments

Send portfolio data from Addepar to Opto for inclusive financial planning, then easily import alternative investment holdings from Opto back into Addepar for comprehensive analysis and reporting.

Simplify your daily workflow
  • Simplify the back-and-forth nature of portfolio planning, analysis, and reporting.
Tell the story of investment decisions
  • Easily report investment decisions by including Opto transactions data in Addepar reporting.
Improve portfolio planning
  • Construct a well-balanced portfolio by leveraging Opto’s powerful insights alongside Addepar data.