Advisor Services

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Product Description

About this Product

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Data aggregation, analysis, and reporting for financial advisors:
  • Aggregate data across asset classes and legal structures
  • Tailor analysis and add charts for any portfolio or scenario
  • Open API for integration with best in class software providers

About Addepar, Inc.

Addepar is a financial technology and services company empowering leading investment management firms to spend more time on what matters most: investing, building relationships, and growing their business. We provide comprehensive data management, portfolio analytics, and consolidated reporting to family offices, wealth advisors, and large financial institutions tracking more than $1T on our platform. Addepar gives asset owners and advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency. Fueled by world-class investors, technologists, and partners, Addepar is uniquely positioned to be the long-term, strategic technology partner for asset owners and their advisors.

Product Details

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Category

Portfolio Management, UHNW Technology
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Integration Capabilities

API Integration, Daily Data Files, Single Sign On
Serving Since Icon

Serving RIAs Since

2010
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Discount for Schwab Clients?

No

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.