WealthHub has been added to the Addepar partner program, allowing WealthHub clients to combine Addepar’s portfolio and transaction details with WealthHub’s trust administration on one platform. This powerful combination elevates service for UHNW individuals and improves efficiency for trust companies, family offices, and RIAs.
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets across more than 100,000 users.
With WealthHub, Addepar’s clients can have updated positions, transactions, and balances readily available in the WealthHub CRM – without switching back and forth between two systems. Financial data pulls automatically into workflows like distribution approval, tax prep, admin reviews, special asset reviews, client meeting prep and others.
The partnership between Addepar and WealthHub provides trust companies, family offices, and UHNW RIAs real-time insights for better decision making.
