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.

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Pontera Solutions Inc. All rights reserved.

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2026

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Pontera’s services do not provide legal, tax, or other financial or investment advice, and should not be used as a source for making decisions regarding the foregoing. The information provided through Pontera’s platform is not a substitute for professional financial services. Investing in mutual funds, exchange traded funds, or other securities carries inherent risk to all or part of the amount invested and past performance information is not indicative of future returns. Subject to applicable law, under no circumstances will Pontera be liable for any decisions made, or actions taken or not taken, based on the use of the services or for any investment losses suffered as a result of the use of the services. Pontera market data is provided by Refinitiv.