---
canonical: "https://www.softatlas.io/addepar/products/addepar"
name: "Addepar"
provider: "Addepar"
category: "Industry Software / Financial Services Software / Wealth & Asset Management Software"
review_count: 0
format: "PLATFORM_PRODUCT"
ai_powered: true
website: "https://addepar.com/"
updated: "2026-11-05"
---

# Addepar

By [Addepar](/addepar.md)

Portfolio management platform that aggregates investment data and provides performance reporting, analytics and client reporting.

## Features
- Aggregate custodian and private fund data
- Report portfolio performance
- Analyze allocation and exposure
- Produce client reports
- Query portfolios with an AI assistant
- Reconcile holdings and transactions
- Share data through APIs

## Built for
OPERATIONS, EXECUTIVES

Source: https://www.softatlas.io/addepar/products/addepar