Addepar is widely known across the wealth management space for its powerful data aggregation, analysis, and reporting features for ultra-high-net-worth individuals. By integrating Addepar’s functionality with SMArtX’s sleeve-level performance calculations, you gain a comprehensive, precise picture of client portfolios that doesn’t compromise on reporting depth or flexibility.
SMArtX x Addepar
SMArtX calculates performance at the sleeve level, providing granular insights into the returns generated by individual components or sub-accounts within a larger portfolio. Viewing these insights in the context of a unified managed accounts (UMA) interface allows you to make streamlined, informed client decisions. But combining this data with Addepar’s robust reporting and analytics provides even greater visibility for complex investment management.
SMArtX fosters a seamless data flow into Addepar that eliminates manual data uploads and reconciliations. You can present clients with consolidated, accurate, laser-focused performance statements bolstered by SMArtX’s real-time trading and performance data. In turn, clients gain greater confidence in the value and management of their accounts.
Combined Power for Performance Analysis
You don’t need to choose between SMArtX and Addepar for high-value wealth management. SMArtX APIs and integrations let you combine the functionality of both platforms into a unified interface.
By blending the features of Addepar and SMArtX, you can pair institutional-grade analytics with operational efficiency, providing clients with comprehensive and transparent reports that exceed their expectations for precision. Learn how SMArtX integrations allow for greater power, control, and granularity by requesting a demo.
