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Learn how Addepar models financial data and how to use attributes and views.
Defining and building a portfolio’s ownership structure is the initial step in onboarding a client.
Examine a portfolio's performance, exposure, cash flows, contributions, change in value, and more.
Add and manage transactions, and audit the data to ensure it verifies.
Create and run robust reports and share the PDFs alongside up-to-date data in the Portal.
Import data in bulk, manage users, and maintain client fees and billing.
Launch your Addepar experience with attributes, views, and report sections that come with the application.
Watch videos that guide you through important workflows.
Find answers to your most commonly asked questions.