Use Addepar client, account, and holdings data in Smartria to easily meet your firm’s compliance needs.

Last updated: 10-23-2023

Maximize compliance oversight

  • Include Addepar data in Smartria to ensure that fiduciary data is transparent and documented, fulfill regulatory obligations, and monitor your client’s account data.

Monitor trading activity

  • Verify that trades comply with company trade rules and detect front-running.

Simplify reporting

  • Seamlessly sync Addepar transactions to simplify your quarterly transactions and annual holdings reporting.