Addepar Reviews

Addepar helps the asset owners with a calculated performance report for investment accounts, thus enabling them to make a better investment decision. Accordingly, they help banks by providing solutions which can contribute to investment advisory, financial advise and hence elevating bank's relationship with Customers

The overall journey of leveraging the solution provided by Addepar can be unpleasant and time-taking due to the slow response rate from the integration team.

Addepar provides a detailed financial performance report to all the Asset owners having their investment account with the Bank, thus helping them perform Wealth Management better. With Addepar, Clients get a tailored view of their investments and a one-stop platform for a sophisticated view of managing wealth.

Addepar advantage is that it works on any type of data, good scalability in a single platform.

Could have better integration and security mechanisms.

Modern APIs workflow and aggregation of different source of data. Real time analysis of portfolio.

Addepar helps provide a detailed performance report to Investment banking clients based on their activities performed as part of their respective investment accounts. It gives the clients an instant view of all their investment data and visualizes the overall portfolio at any given time hence building and elevating the client relationship.

There isn't such thing that I dislike about the product as it is reasonably stable in terms of performance. However, the integration time could be daunting as their availability of testing is uncertain, which causes delays in the overall implementation of the project.

Addepar helps our Wealth Private Bank clients with a customizable view of their portfolio of investment accounts and facilitates better asset management.

World-class solution to address a range of client needs and front office pain points, namely -

- Reduce the manual burden on the front office, product specialists, and middle office to alleviate pain points related to multi-currency and alts reporting.

- Addepar can customize reports and outputs as against generating static reporting

- Seamless use access to investment accounts and balances and portfolio activity through integrated online portal

The estimated time for integration with Addepar can be heavily impacted due to the slower response time of the vendor management team. This further causes substantial delays in overall project delivery and elevates the project and resource costs.

One platform report that covers all investment accounts of a client including held-away assets.

Enhanced client service and client account performance reporting

improved analysis of investments supported by data analytics provided by the platform