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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.

Workflow Efficiency

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

Streamlined Auditing

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

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