Deliver Personalized Wealth Management Solutions
Addepar offers private banks the tools to provide a comprehensive wealth management solution, allowing them to position themselves as strategic partners to their clients. With client expectations on the rise, Addepar enables a personalized experience that can be leveraged as a competitive advantage.
Holistic Wealth Management
Addepar aggregates all financial accounts across relationships to offer clients a consolidated view of their portfolios. This includes data from various asset classes, currencies, and entities, continuously updated and accessible for all clients. Private banks can easily track client investments across custodial accounts, identifying opportunities for holistic advice and relationship growth.
Modernizing Technology for Competitive Edge
Addepar collaborates with private banks to design and implement scalable technology platforms that enhance operational efficiency and provide a competitive edge. Through a robust API toolkit, seamless integrations with legacy systems and tech partners become effortless. Digital audit trails and permission tools assist in meeting compliance goals and streamlining workflows, while also identifying growth opportunities for the firm.
Enhancing Workflows with Integrated Solutions
Addepar's integrated solutions offer features like portfolio trading and rebalancing, scenario modeling and forecasting, and streamlined billing with calculation insights. Private banks can align portfolios accurately, rebalance on demand, and make informed decisions supported by Addepar's aggregated data. Expert support accelerates time-to-value, complemented by robust data security measures ensuring confidentiality, integrity, and privacy.
Empower Employees with Top Technology
Addepar enhances the employee experience by providing advanced tools that facilitate job tasks, aiding in recruitment and retention of talent. By utilizing best-of-breed technology, private banks can empower their employees and elevate the efficiency of their operations.
Trusted by Industry Leaders
Testimonials from clients like Mike Brabant from Jefferies LLC highlight the importance of Addepar in providing transparency and valuable insights for their business. With a focus on confidentiality and data security, Addepar has positioned itself as a trusted partner for private banks across the industry.