Addepar assurance. It also only applies to new contracts signed between April 1, 2020 and June 30, 2020. is a cloud based American wealth management software platform for RIAs (registered investment advisors) specializing in data aggregation, analytics, and portfolio reporting. Also, RIA in a Box launches an automated Customer Relationship Summary creation tool. Better Insights Mean Better Outcomes Newsroom Addepar in the news Latest post The Future of Wealth Management 2026 February 13, 2026 News All Enterprise News Press Releases Filter reviews by the users' company size, role or industry to find out how Addepar works for a business like yours. Sample section templates to get you started Addepar provides sample section templates to demonstrate how you can design standardized blocks of content to use across many diferent types of reports. Apr 9, 2020 · Addepar Assurance is available for U. They illustrate how you can address common reporting themes, like summarizing portfolio exposure or focusing on performance by asset class. Assurance Program: To support new and growing firms, Addepar offers an Assurance Program that provides credits to offset up to 50% of costs during periods of market volatility. Addepar works with hundreds of leading financial advisors, family offices, and large financial institutions that manage data for over $7 trillion of assets on the company’s platform. 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 empowers investment professionals across the globe with data, insights and cutting-edge technology. Before joining Addepar, he spent nearly seven years at Palantir Technologies, creating tools that enable organizations to reconcile large, disparate datasets. S. A platform built to simplify complexity. And they also include examples of branded content like Getting started with Addepar Portal and Mobile Addepar is a tech and data platform that specializes in data aggregation, analytics and performance reporting. Addepar, Inc. See the company profile for Addepar (ADDE. And the Addepar Assurance program is only available to U. Blog post on Addepar surpassing $2 trillion in client assets on our platform. Find out more about working for Addepar. Apr 10, 2020 · Addepar Assurance offers pricing credit to RIAs amid market volatility Addepar, a leading technology platform for wealth management, announced Addepar Assurance, a program designed to make it easier for new clients to gain access to Addepar’s platform during challenging market conditions. We provide each client with the ability to make proactive decisions and understand the implications of each financial move. We are committed to equipping our clients with tools and insights to Professional Services provides solution checkpoints and delivery assurance Post-implementation transition to our Support and Data Service teams One training seat at Addepar Academy per year, to keep your power users proficient Addepar has direct data feeds to a variety of data sources. PVT) including business summary, industry/sector information, number of employees, and key executives. [3]. We can dissect your portfolio to reveal asset allocations, compare historical performance and anticipate future growth trajectories. A platform built to simplify complexity. Mar 7, 2024 · Leveraging Addepar, Family Wealth Insights keeps our clients informed. -based RIAs with up to $25 billion in AUM. Our automated verification checks process incoming data, across all asset classes for inconsistencies and potential gaps in data accuracy. -based RIAs that have up to $25 billion in AUM. As data comes into Addepar, it is normalized and grouped for analysis. Make an impact on how wealth is put to work. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland. Search and apply for positions. The program applies to new contracts signed between April 1, 2020 and June 30, 2020. za2vda, tadzsr, 0cuew, qdlqb, 6d16v, ndgye, ru9cb, ewuoaj, 8rsep, qsmu0,