Addepar

Help your clients clearly visualize the private equity lifecycle. Replace historical guesswork with data-backed pacing models to turn J-curve anxiety into alternative asset allocation confidence.

How much capital will be called? When will it come back? What does that mean for liquidity if markets turn? Answering those questions takes takes a model that sees the whole portfolio — private, public and cash — together. Navigator forecasts capital calls, distributions and NAV across the full portfolio, then stress-tests it under bear, bull and pacing scenarios — all inside the system already powering analysis and reporting. A number tells you what might happen. A plan tells you what to do about it. Learn more → https://bit.ly/4fJPIhB

Liquidity planning should live with analysis, reporting and performance data. Before you evaluate a cash projection tool, ask yourself these four questions: 1. Does it forecast across your full portfolio or just the alts sleeve? 2. Is it reconciled against your source-of-truth data, or running on a separate feed? 3. Can it stress-test the forecast under bear, bull and future commitment scenarios? 4. Does it live inside your existing workflow, or does it mean another login and another system to reconcile? Navigator does it all → https://bit.ly/4zvp2Lp

Some cash projection tools stop at the alternatives sleeve. Addepar Navigator doesn't. A client's liquidity picture isn't just about when the next capital call lands — it's about how that call interacts with everything else: public holdings, distributions already scheduled, cash on hand. Navigator forecasts across the full portfolio — public and private — in one model. See how Navigator works → https://bit.ly/4jozVdq

“As alternative assets take up a larger share of high-net-worth portfolios, static reporting isn't cutting it anymore. RIAs need forward-looking cash flow visibility to manage capital calls, avoid cash drag and stress-test liquidity under varying market conditions. That's the gap Navigator was built to close — giving advisors the clarity to plan around illiquidity with confidence, not guesswork.” — Casey Robinson, Senior Sales Engineer, Addepar Learn more: https://bit.ly/4q8DOnV

When sourcing other solutions, WE Family Offices asks one question first: "Do you integrate with Addepar?" If the answer is no, they're not interested. That's what happens when your technology becomes the foundation everything else is built on. WE doubled their client base without adding operational headcount — and their team went from spending days on reports to minutes. Here's what Partner Rocio Ortega had to say about putting Addepar at the center of their tech stack. Read the full case study: https://bit.ly/3ScBBvd