Addepar

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Addepar is a comprehensive investment management system that allows immediate access to data, customized reports, dashboards, and the most sophisticated technology in the field. Addepar can consolidate information from all departments within your company and can integrate them with existing software systems.

Addepar easily and continually aggregates all financial accounts and investments and enhances them with relevant market and third-party data to provide you with a consolidated view of your clients’ wealth across institutions. The platform is flexible enough to track any asset that can be owned.