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Addepar

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5 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.1
Serving customers since
2009
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Addepar Reviews

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Prachi K.
PK
Prachi K.
Technical Lead
01/17/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

One stop platform to cover all investment accounts of Client, including held-away assets

World-class solution to address a range of client needs and front office pain points, namely - - Reduce the manual burden on the front office, product specialists, and middle office to alleviate pain points related to multi-currency and alts reporting. - Addepar can customize reports and outputs as against generating static reporting - Seamless use access to investment accounts and balances and portfolio activity through integrated online portal
Shreyans M.
SM
Shreyans M.
IT Project Manager
01/16/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Fantastic Wealth Management Platform for Performance Reporting of Investment Accounts

Addepar helps the asset owners with a calculated performance report for investment accounts, thus enabling them to make a better investment decision. Accordingly, they help banks by providing solutions which can contribute to investment advisory, financial advise and hence elevating bank's relationship with Customers

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HQ Location:
Mountain View, California

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@Addepar

Details

Year Founded
2009