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Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting.

Risclarity + Addepar

The Risclarity integration with the Addepar platform extracts portfolio data into the Risclarity software to provide in-depth financial analysis, supporting both single-entry portfolio accounting and double-entry bookkeeping.

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Data Security

Augmented reporting allows for faster and more secure data communication.

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Workflow Efficiency

Integration capabilities minimize error and introduce additional accounting controls, reducing manual work time.

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Streamlined Auditing

General ledger integration provides detailed records resulting in responsive troubleshooting and a comprehensive history of accounts.

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