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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.
“Further, producing reports, or other supporting materials for client meetings, requires just minutes versus a half day or longer.”
"We are looking for ways to deliver value beyond just tables and charts. We want more ways to tell stories to our clients, how the investment strategy is helping with …
"Before, I had a static picture with all the line items, but it was never the full story. Now, with Addepar, I have a dynamic, real-time view under one umbrella, …
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