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Quickly share key portfolio insights with clients, with the Addepar Client Portal. Customize every view to showcase what your clients care about most. The Client Portal automatically adjusts to any device or can be accessed through the Addepar mobile App.
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Quickly share key portfolio insights with clients, with the Addepar Client Portal. Customize every view to showcase what your clients care about most. The Client Portal automatically adjusts to any device or can be accessed through the Addepar mobile App.
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Analyze investments the way you want using a comprehensive suite of portfolio metrics, flexible data customization and timely portfolio analysis. Gain a holistic view of client portfolios and drill down into any level of granularity.
Product Description
About this Product
Multi-product software and data platform for investment professionals:
- Analyze complex portfolio data with unparalleled flexibility
- Create bespoke reports in minutes with drag-and-drop tools
- Leverage a secure Client Portal accessible anytime, anywhere
About Addepar, Inc.
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.
Other Products from Addepar, Inc.
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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.