Feature · what this software actually does
Performance attribution
Brinson-style allocation/selection attribution by sleeve and household, plus factor attribution where data permits.
automatedRuns unattended; humans handle exceptions.
Vendors that ship this
Leaders
- Addepar
- Orion Advisor Tech
Adjacent
- Envestnet Tamarac
- Masttro
- Factset
Build vs buy verdict
buy
Most RIAs do not run attribution; FOs and institutional consultants demand it. Addepar leads when alts are in the mix.
Skills it exercises
Roles that touch it
Where it shows up in the workflow
- TWR/MWR + attribution calcmonthlyTime- and money-weighted returns at sleeve, account, and household; attribution by allocation and selection.
Most relevant for
- UHNW
- Family Office
- Institutional / Endowment
Test yourself · topic quizTuned · Investment Management
Multiple-choice — different from any drill above.
Or play and read