michael.pendergrass
Acronym
AdvisorPeak
Product ID
AdvisorPeak
Logo
Description
Addepar | AdvisorPeak's trading and rebalancing software is the most powerful and intuitive way to manage your client portfolios. Created by a team of experts with over a decade of experience building wealth management software and backed by the vast R&D and support resources of Addepar, the solution consolidates and automates your rebalancing workflows.
Addepar | AdvisorPeak’s interface enables you to create and apply models, configure drift thresholds and generate trade orders all in one place. You’ll spend less time on tasks such as manually calculating deviations and keying in orders. Eliminating these steps reduces error risk and frees up your time to focus on growing client relationships.
Images
Image
Image
Image
Features
Capabilities include:
- Cash Management- monitor and dial-in clients’ cashflow factors including cash requirements, distributions, withdrawals, dollar-cost-averaging and more.
- Tax-Efficiency- household level rebalancing, buy-location preferences and tax-loss harvesting with buy-replacement capabilities.
- End-to-end transparency - from portfolio creation to order execution, you’ll have a 360-degree view of client holdings and associated actions, including the ability to approve or adjust as needed.
- Seamless integrations- Addepar | AdvisorPeak integrates with the software platforms you already have in place. We fully support OMS and portfolio management systems as well as many services and analytics providers.
Vendors
Management Style
Schwab Products
Section
Solution