Addepar

About

Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company’s platform.

Contacts

Products / Services

  • Data Aggregation
  • Analytics
  • Performance Reporting

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 20
Partnership: 0
Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals. Our Software-as-a-Service (SaaS) platform empowers clients with scalable...
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NetX360 is a single point of access for professionals to manage their business and support their clients' needs by focusing...
Integrations: 43
Partnership: 0
Powered by Salesforce Lightning, Practifi's industry specific business management platform provides the ecosystem and end-to-end support wealth management firms need...
Integrations: 23
Partnership: 0
RedBlack is the independent market leader in investment management solutions for rebalancing, trading, order management, trade compliance and FIX integration....
Integrations: 5
Partnership: 0
Investing in a CRM solution goes beyond managing client data. Salentica equips you with a powerful and integrated CRM that...
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Partnership: 0
Wealthscape is developed in close collaboration with Fidelity's clearing and custody clients. It serves as a gateway to connect firms...
Integrations: 53
Partnership: 0
MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...
Integrations: 25
Partnership: 0
HiddenLevers is the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. Advisors use the correlations...

Partnership

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