Implementation at a glance

Implementation isn’t just a setup. It’s a performance upgrade for your entire firm.

Moving to Addepar is designed to be a smooth, guided journey toward simplifying your investment process. Our implementation approach focuses on building a powerful foundation that transforms your data into clear, actionable insights for more informed decision-making.

We’ve refined the implementation process into a streamlined journey:

Step 1: Connect your accounts to a single source of truth

We begin by linking your online accounts to Addepar, allowing custodial and other financial data to flow automatically into the platform. You can stop chasing statements, and instead enjoy a centralized hub for the accounts you manage.

Step 2: Set up portfolios using real relationships

We help you organize client investments into an ownership structure that reflects real-world relationships, providing a clearer view of total assets.

Step 3: Add offline assets for a complete financial picture

Beyond online accounts, you can track assets like hedge funds, real estate, or collectibles to holistically manage portfolios in one unified platform.

Step 4: Augment data with attributes

Using attributes, we label and categorize your data to fit your analytic needs. This data augmentation makes it easier to aggregate, organize, and report on what matters most.

Step 5: Elevate the client or investor experience

Addepar offers a modern, digital-first impression that sets you apart from the competition. You can launch a sleek, secure Client Portal and generate scalable reports that build trust and deepen relationships.

Step 6: Customize your experience

We’ll work closely with you to tackle your specific goals, whether you’re migrating historical data for complete performance history or setting up tools like trading to fit into your workflows.

From onboarding to outperforming. Ready to make the transition? Let’s get started.