Addepar Signs Up RBC Wealth Mgmt U.S. to Aggregation and Reporting Platform

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Wealth management technology platform Addepar says it has added RBC Wealth Management-U.S. as a new customer of Addepar’s data aggregation, analysis and reporting platform.

RBC Wealth Management-U.S. has over 2,100 financial advisors overseeing more than $542 billion from 182 locations across 42 states, according to Addepar. The platform, which can model asset classes, currencies and other entities in a client’s portfolio, as well as integration with other technology providers and customized reports, will be available to RBC Wealth Management-U.S. advisors and financial professionals of RBC Clearing & Custody, a division of RBC Capital Markets, Addepar says.

“Our full-firm rollout of Addepar is an integral part of our vision to provide a best-in-class technology experience for financial advisors across the entire investment lifecycle – all for the benefit of our clients,” Greg Beltzer, head of technology at RBC Wealth Management-U.S., said in the announcement. “Our addition of Addepar’s software platform will further empower our advisors’ to build trusted relationships with their end clients, and ultimately, help them achieve financial goals.”

Addepar says that it now serves more than 700 registered investment advisors, family offices, private banks and other large financial institutions across over 25 countries and now has over $3.5 trillion in client assets on its platform.

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