注册投资顾问

权力
实现更多

Addepar的RIA平台允许您将时间花在最重要的事情上:投资于客户关系。

面向现代顾问的RIA软件

您依靠创新技术来提高效率和规模。依靠Addepar来增强您的运营,并给您更多的时间来发展您的公司。​

阅读平台买家指南

Addepar汇总所有金融账户,以创建客户投资组合的综合视图。

  • 无论资产类别、货币或实体的类型如何,数据都会不断更新,并可供所有客户使用
  • 轻松查看托管账户中的投资,发现提供数据驱动的财务计划和整体建议的机会

业界领先的分析和性能报告软件允许您为每个客户量身定制见解和对话,并建立持久、可信的关系。

  • 即时分析和可视化投资组合数据,并动态向客户传达相关见解
  • 在几分钟内轻松创建定制的品牌报告

我们的数字工具为您的客户提供随时随地对其财务信息的加密访问。

  • A customizable portal provides on-demand access in a highly intuitive experience
  • Intuitive mobile and iPad apps make it easy for clients to securely access portfolios at any time

Bridge back-office solutions with our custom reporting functionality.

  • Seamlessly integrate workflows with out-of-the box integrations
  • Our automated data aggregation and verification allows your team to win back hours spent on manual efforts ranging from reporting to compliance

Easy onboarding

  • Rely on our in-house industry experts to understand your firm’s needs and get your firm up and running
  • Access our on-demand Help Center and online training portal to kickstart your experience

Your data is protected

  • Addepar utilizes best practice safeguards, including role-based access control and data encryption at rest and in transit.
  • Stunning mobile and iPad apps make it easy for family members to access portfolios from a smartphone in a secure way, at any time.

Expand your community

  • Connect with and learn from the scores of leading RIAs that Addepar supports
  • Participate in regular in-person learning and networking events
 

Testimonials

You’re in good company

Read case studies
We’ve been able to grow our business, provide customized reports, and maintain a 99% client- retention rate — all without investing in additional human resources for reporting.

Paul Pagnato

PagnatoKarp

The time it takes to create reports has been cut by 50%–60%, giving our team the opportunity for higher-value activities that benefit our families.

凯瑟琳·杰克逊

格伦伊格尔斯集团

在我们看来,Addepar在为有复杂财务需求的客户提供报告方面是领先的技术解决方案。

萨尔库奇亚拉

摩根士丹利