Addepar
Performance Reporting
Billing
Pontera’s direct data feed to Addepar allows advisors to seamlessly view, report on, and bill held-away accounts connected to Pontera - directly within the Addepar platform.
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases.