Our Partner

Addepar

Risclarity + Addepar

Risclarity’s integration enables firms to integrate Addepar’s investment data into their general ledger enabling more holistic financial reporting and reducing manual data entry.

Holistic Reporting

Combine investment and financial data together for complete picture of your client’s net worth.

Reduce Manual Entry

Automation of data entry means reduced errors and your employees can be utilized in higher-value tasks.

Best of Breed

Integration allows firm to select the best systems for their business needs.

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Data Security

Augmented reporting allows for faster and more secure data communication.

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Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases.

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