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Addepar

Overview

Integrity. Transparency. Impact.

The Investment Management Platform for What’s Next

Addepar streamlines the complexities of modern investment management into one seamless, sophisticated technology platform. Through comprehensive data aggregation, powerful analytics, customizable reporting tools and interactive client portals, Addepar anticipates and addresses the singular needs of investors and advisors. Addepar reveals the comprehensive picture of any portfolio instantaneously, capturing all asset classes, legal entities and currencies, providing a new, holistic view into investment portfolios.

Addepar’s seamless integration with ATOM provides updated accurate information each day.

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Integration Partner Details

  • Category:Portfolio Accounting System
  • Integration Method:API

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