Addepar goes beyond performance reporting, offering a comprehensive suite of tools to streamline portfolio management and analysis. The platform facilitates risk assessment, allowing asset owners to make strategic decisions based on a thorough understanding of their investments. Moreover, Addepar's advanced analytics contribute to improved financial advisory services, empowering banks to offer tailored recommendations that align with their clients' goals and preferences. This multifaceted approach not only enhances investment decision-making but also strengthens the overall client-bank relationship.

Addepar advantage is that it works on any type of data, good scalability in a single platform.

Addepar helps provide a detailed performance report to Investment banking clients based on their activities performed as part of their respective investment accounts. It gives the clients an instant view of all their investment data and visualizes the overall portfolio at any given time hence building and elevating the client relationship.