Addepar
At Addepar's core is a data aggregation framework that directly integrates with both internal systems and external institutions. The platform supports robust analysis and reporting with a focus on flexibility, accuracy and security. An integrated set of firm management tools prevent errors and drive efficiency by automating manual workflows.
Integration Features
  • Access critical Veo client data such as account information, balances, positions and history
  • Learn more:
    Learn More