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Addepar is the financial operating system that brings common sense and data-driven investing to their financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system.
"Addepar lets us analyze portfolios the way we want. Some technologies force you into a linear view. With Addepar, we see complex portfolios as a matrix. You can look at portfolios vertically, horizontally and in depth. Addepar helps us understand the interplay of assets and how daily events impact a portfolio. There’s nothing else like it."
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