“How’s your portfolio doing?”
“What’s your current net worth?”

“What’s your risk exposure?”

The Problem

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When you own a wide variety of assets, both liquid and illiquid, housed in multiple locations, it can be almost impossible to answer these seemingly simple questions. And that lack of clarity can make it difficult to have meaningful conversations with advisors and family about wealth transfer and preservation.

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The Solution

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Addepar, a tech platform, makes the complex simple, consolidating all the different data points into one clear, aggregated view of all your assets.

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This essential tool provides full transparency across your entire portfolio, regardless of the type of investment, where they’re held, or how they’re valued. You can also generate custom reports on your net worth, investment performance by asset class, and risk exposure.

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The Details

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Founded over a decade ago, Addepar is a Silicon Valley-based Fintech company with over $3 trillion in assets on its platform.

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As you might imagine, Addepar is simple to use, but it takes a little time and effort to set it up to receive and aggregate all your information. You’ll need to assemble an “account roster” listing all your financial accounts as well as the names and contact information of all your advisors. Mirador serves as the back-office team for implementing the software.Depending on your asset mix, it could take between one and three months before you’re up and running.

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