Elevate service for Ultra-High-Net-Worth Individuals and improve the efficiency of your trust company, family office, or RIA by uniting Addepar portfolio and transaction details with trust administration in one holistic platform.

Last updated: 03-26-2024

Up-to-date financial information easily available for customer service and communications

  • No more switching back and forth between two systems. Have updated positions, transactions, and balances readily available in the WealthHub CRM

Combine special asset management with Addepar’s portfolio management

  • WealthHub’s modules for real estate, planes, boats, art, collectibles, oil/mineral/gas interests allow active management of fiduciary tasks related to real property

Autopopulate your UHNW workflows

  • Financial data pulls in automatically into workflows like distribution approval, tax prep, admin reviews, special asset reviews, client meeting prep and others

Leverage Addepar widgets

  • Display any custom Addepar analysis views natively in your CRM with Addepar's widget managed package