Securely deliver your client's financial data directly to their portfolio.
Benchmark your clients' portfolios against relevant third-party data.
Simplify your workflow, improve communication, and streamline operations.
Enlist services from our growing ecosystem of best-in-class consultants.
Ask an Addepar team member any questions you may have.
Addepar for Salesforce
Addepar Widgets for Salesforce
General Ledger / Accounting
Compliance, Composite Management / GIPS
Proposals, Investment Analytics