Addepar platform Overview

Addepar transforms how investment professionals manage portfolios by simplifying complex data into actionable insights. This platform supports global investment teams with advanced technology that aggregates and analyzes financial information. Users gain a clear view of past, present, and future investment positions, enhancing decision-making precision. Addepar's unique ability to handle intricate data sets offers unparalleled flexibility, making it an essential tool for revenue management. Its focus on collective intelligence ensures shared rewards, aligning with the needs of diverse financial professionals.

Use Cases

Customers recommend Social Media Analytics, Lead Analytics, Workflow Management, as the business use cases that they have been most satisfied with while using Addepar platform.

Other use cases:

  • Onboarding
  • Lead Scoring
  • Competitive Intelligence
  • Content Curation
  • Lead Qualification: Technographic
  • Rating And Review Management
  • Helpdesk Management
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Business Priorities

Enhance Customer Relationships and Scale Best Practices are the most popular business priorities that customers and associates have achieved using Addepar platform.

Other priorities:

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Addepar platform Use-Cases and Business Priorities: Customer Satisfaction Data

Addepar platform's features include Personalization, and Dashboard. and Addepar platform support capabilities include Chat Support, 24/7 Support, AI Powered, etc. also Addepar platform analytics capabilities include Analytics, and Custom Reports.

Addepar platform, belong to a category of solutions that help Revenue Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Addepar-platform enables personalized financial management through advanced technology. Relationships are strengthened by providing transparent and comprehensive data.

Addepar platform Customer wins, Customer success stories, Case studies

How can Addepar platform optimize your Social Media Analytics Workflow?

How does Addepar platform facilitate Workflow Management?

How does Addepar platform address your Onboarding Challenges?

85 buyers and buying teams have used Cuspera to assess how well Addepar platform solved their Revenue Management needs. Cuspera uses 181 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Revenue Management needs.

 

HSBC UK Private Banking Introduces Addepar Platform, Boosts Offerings

HSBC UK Private Banking has adopted the Addepar platform to enhance its wealth management services. By integrating Addepars investment portfolio management and asset aggregation software, HSBC aims t...o deliver improved portfolio reporting, data-driven insights, and a more personalized client experience for high-net-worth individuals. This move strengthens HSBCs digital capabilities in private banking and underscores Addepars growing presence in global financial institutions.

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HSBC UK Private Banking deploys Addepar software platform

HSBC UK Private Banking has deployed Addepars investment portfolio management platform to enhance reporting and analytics for ultra and high net worth clients. HSBC is the first major UK bank to impl...ement Addepar, following earlier adoption by its US Private Bank. The platforms advanced alternatives reporting and tailored performance insights were key factors in the decision.

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Ruwenzori Invest - Financial Services

Addepar helped Ruwenzori Invest, a single family office, upgrade its tech stack and triple its assets under management. The family office faced challenges with outdated systems, limited reporting, an...d complex portfolio management. Addepar's intuitive platform improved daily operations and made onboarding new team members fast. The Client Portal increased transparency and gave family members on-demand portfolio access. Customizable reporting and better data aggregation made investment management more efficient.

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Modum Private Wealth - Financial Services

Addepar helped Modum Private Wealth grow assets under advisement by 3400% in 3.5 years. Modum used Addepar to replace Excel and run 100 times more reports per quarter. The platform streamlined onboar...ding, reporting, compliance, and portfolio management. Addepar enabled Modum to deliver a transparent client portal and handle complex wealth structures. Modum now manages $1.3B in assets with a small team across two cities.

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Stone Temple Partners - Financial Services

Addepar Navigator helped Stone Temple Partners manage complex portfolios for multiple families. The firm faced challenges with manual spreadsheets, leading to inefficiency and missed opportunities. W...ith Navigator, Stone Temple closed 10–20% allocation gaps and saw a 150 basis point return lift. Planning time dropped by up to 90%. The platform enabled better modeling, risk oversight, and proactive planning for clients.

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Laird Norton Wetherby - Financial Services

Addepar helped Laird Norton Wetherby merge three firms and unify their technology. The firm faced challenges with legacy systems, inconsistent asset classification, and manual workflows. Addepar prov...ided a flexible platform with strong integrations and custom reporting. LNW saved 40 hours per week managing alternatives, responded to client requests 20 hours faster, and saved over 1,000 hours in reporting each year. The transition improved efficiency and data accuracy for the investment teams.

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The Addepar Standard

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Peers used Addepar platform for social media analytics and lead analytics

Addepar platform Features

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  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.31/5 ★

Read Reviews (17)
Custom Reports

4.22/5 ★

Read Reviews (49)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.31/5 ★

Read Reviews (17)
Custom Reports

4.22/5 ★

Read Reviews (49)

Addepar platform Integrations

Addepar platform integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

4.26/5 ★

Read Reviews (26)
Data Export

3.16/5 ★

Read Reviews (2)

Broadridge

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

OKTA

4.57 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Practifi

4.32 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

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for Addepar platform

Top Failure Risks for Addepar platform

Addepar, Inc. News

Executive

Addepar Appoints Peter O'Brien as Chief Revenue Officer and Janeen France as the Company's first Chief Client Officer

Addepar has appointed Peter O'Brien as Chief Revenue Officer and Janeen France as Chief Client Officer. O'Brien will lead global revenue efforts, focusing on market expansion and strategic alliances. France will oversee client engagement, enhancing client experiences and translating technology into measurable impact. These appointments aim to strengthen Addepar's global growth and client focus.

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Executive

Addepar names two new execs in shakeup - Citywire

Addepar has appointed two new executives as part of a leadership restructuring.

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Company

Wealthtech Addepar Expands Business Operations with Switzerland Office

Addepar has opened a new office in Geneva, expanding its presence in Europe and the Middle East. This move supports its mission to connect the investment sector and serve clients in the region, including family offices and private banks. The Geneva office adds to Addepar's existing locations in London, Edinburgh, and Dubai, enhancing its ability to provide innovative tech and data solutions.

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Company

Addepar's Global Expansion Accelerates with New Switzerland Office

Addepar has opened a new office in Geneva, Switzerland, as part of its global expansion strategy. This move enhances its presence in Europe and the Middle East, aiming to support investment professionals with advanced data and technology solutions. The Geneva office will help Addepar serve its clients better, offering services like portfolio reporting and analytics.

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Addepar, Inc. Profile

Company Name

Addepar, Inc.

Company Website

https://addepar.com/

HQ Location

Mountain View, California

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