Efficient Wealth Preservation for Unique Family Offices
Addepar's family office software offers a tailored solution to help family offices efficiently handle complexity and preserve wealth for generations. No two family offices are the same, and Addepar recognizes this by providing a sophisticated platform that caters to the unique needs of ultra-high-net-worth families. By centralizing all financial information securely in one place, the software offers complete transparency and a holistic view of all accounts and assets, regardless of the asset class, legal entity, or currency.
Informed Decision-Making with Bespoke Reporting
Addepar empowers family offices to make more informed decisions through flexible and efficient reporting capabilities. Customized multigenerational reports can be created in minutes, facilitating stronger family communications around wealth transfer and preservation. The software ensures data protection while providing integrated solutions that enhance workflows, including portfolio trading, rebalancing, scenario modeling, forecasting, and streamlined billing with calculation insights.
Modernized User Experience and Onboarding Process
With nearly a decade of experience in client implementations, Addepar offers easy onboarding through an on-demand Help Center and online training. The software provides a modern digital experience with a customizable portal for access to stakeholders, intuitive mobile and iPad apps for secure portfolio access, and a vibrant community network for learning and networking opportunities. Clients can benefit from regular in-person events and connect with other family offices using Addepar.
Trusted by Leading Family Offices
Addepar's family office software is trusted by numerous high-profile clients, as evidenced by testimonials from satisfied users. Clients appreciate the dynamic, real-time view of their portfolios, the significant time savings in report creation, and the overall improvement in the quality, flexibility, and timeliness of reporting. The software has been lauded for its efficiency, cutting-edge automation, and its ability to enhance the value of family office activities.