Feature · what this software actually does
Advisor & client dashboards
Performance, allocation, exposure, and cash dashboards for advisors and clients — same numbers, different lens.
automatedRuns unattended; humans handle exceptions.
Vendors that ship this
Leaders
- Addepar
- Masttro
Adjacent
- Orion Advisor Tech
- Black Diamond
- Advisorengine
Build vs buy verdict
buy
Addepar set the bar for UHNW + alts dashboards; mid-market RIAs rely on the PMS-bundled view.
Skills it exercises
Roles that touch it
Where it shows up in the workflow
- Statements, invoices & dashboardsquarterlyBranded statements + advisor and client dashboards land on schedule with the same numbers everywhere.
Most relevant for
- HNW
- UHNW
- Family Office
Test yourself · topic quizTuned · Investment Management
Multiple-choice — different from any drill above.
Or play and read