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Product Description
About this Product
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.
About Addepar|AdvisorPeak
About Addepar|AdvisorPeak, Inc.
Founded on the Silicon Slopes of Utah, AdvisorPeak, Inc. was created by former investment advisors and wealth management industry experts with the vision of bringing innovative software to the financial services industry. The resulting technology is the years of in-depth research and development in tax-smart portfolio trading and rebalancing. In 2021, Addepar acquired AdvisorPeak’s team and technology, bringing together their best-in-class reporting and analysis platform with a fully integrated rebalancing solution.
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Integration Capabilities
Serving RIAs Since
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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.