As a leader at an advisory or investment company, you may recognize the requirement to streamline your business by leveraging appropriate technology, data and services–but the “process of designing that stack has its challenges,” according to an update from Addepar.
Does the proposed solution “handle your full range of data needs for portfolio, market, client and proprietary data?”
Do your existing or desired components “all work well together?” Does the combined solution “give you confidence that you can realize your firm’s unique value proposition, and align with your internal goals and budget?”
By taking the time to answer these questions up front, your firm “will be ideally positioned to focus on delivering for clients,” the team at Addepar wrote in a blog post.
Addepar’s Integration Center empowers you “to discover and manage your integration needs in one place, including partner information, step-by-step instructions for set-up and configuration, and developer tools.”
From the beginning, Addepar claims that it has “embraced an open architecture philosophy to allow a firm’s core technology to evolve as their priorities and needs change.”
Addepar’s Integration Center “provides you with the tools you need to research, design, select and begin the implementation of your data, technology and services vision–all in a no-pressure, self-service environment.”
The firm claims that it listens to the clients, and “they need partner solutions that connect seamlessly with Addepar.”
They want “an open platform and a powerful suite of APIs to unlock further innovation and operational efficiencies.” And they want timely access “to portfolio, market and client data to drive informed investment insights.”
Addepar further noted that their Integration Center “is a centralized site that allows you to discover and explore our growing network of Addepar partners who offer technology, data and services to our mutual clients.”
This wealthtech ecosystem seamlessly “integrates with your Addepar instance–so the tools and data you use daily are connected and optimized to enhance your firm’s productivity and the client experience you provide.”
You’ll find resources for:
- Financial planning
- Customer relationship management
- Alternatives workflow management
- Risk assessment
Addepar also mentioned that their open architecture and flexible APIs “allow you to build Addepar integrations with virtually any system, whether it’s in-house or third party.”
You can “make the most of Addepar’s APIs and data with our easy-to-use developer portal.”
The Addepar Integration Center is designed “to make the research and implementation process easier for you and to ensure it’s managed properly.”
The team wants you “to be able to evaluate and understand Addepar integrations, both technology and data, on your own time and at your own pace.”
When you’re ready to have a conversation, the team “can help you make the best decisions that support your business priorities and goals.”
You may reach out to [email protected] if you require assistance.