Empower yourself with Addepar Academy, a series of classes designed to develop your skills and help you achieve success with Addepar.

"The training course exceeded my expectations - it was a ten out of ten. I came out of there confident that I could proficiently use the software and perform many of my day to day activities after just three days."

- Joe Borelli, Client Advocate, Mirador LLC

"The trainers are fantastic and really, really good at what they do. They’re passionate, friendly, and approachable, and their level of knowledge runs really deep."

- Vadim Zhitomirsky, Director - Investments, Seven Valleys LLC

Course Descriptions

Addepar Academy Online

We are excited to now offer Online Academy courses for all Addepar Clients.

These courses are focused on providing you with fundamentals to get you using Addepar Today.

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Addepar 101: Introduction to Addepar

This 1-day, in-person training focuses on building skills in Addepar and welcoming you to the Addepar family. We spend the day including you to navigating the software, analyzing portfolios, and building reports. We also bring in guest speakers to introduce you to our history, our values, how we support you and your firm, and our future.

More comprehensive than QuickStart, Addepar 101 is your introduction to everything Addepar. Through lectures, demonstrations, guest speakers, and hands-on exercises, this course will enable you to comfortably navigate the Addepar platform. You’ll also learn about our development process and the services we offer to ensure your success.

Addepar 200 Series: Power Users

This 2-day offering, hosted online each month, will help you become a “Power User,” who understands how to complete a wide range of tasks in Addepar, and configure the system to meet the unique needs of your firm.

The 200 series includes 4 courses: Portfolio Composition, Data Management, Portfolio Analysis, and Client Reporting & Communication. Portfolio Composition breaks down the essential building blocks used in Addepar to create and maintain a portfolio. In Data Management you’ll learn to make Addepar your own by designing ownership structures, managing attributes, and modeling alternatives. This section also includes instructions on using the Addepar Excel Import tool. Portfolio Analysis is a deep dive into the Analysis tool and how it can be leveraged to answer a plethora of client-based or portfolio management questions. Finally, our Client Reporting & Communication course allows you to use your new skills to create scalable and beautiful reports you can share with your clients.

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Alfredo Lopez

is a Training Manager who works with new and seasoned users in their Addejourney as they learn and explore the Addepar software. Alfredo began his time with Addepar as an Analyst in the Support Team assisting users in navigating the state of the art financial software. He spent 5 years in retail banking and graduated with his B.S. Finance from Westminster College. Alfredo completed his Reserve Officers’ Training Corps at the University of Utah and is a 2nd Lieutenant in the Utah Army National Guard where he serves as a Platoon Leader in a Military Intelligence Battalion. Anywhere he goes, Alfredo finds great fulfillment in establishing relationships with the people he meets. Alfredo and his wife enjoy being parents to two daughters. He is always finding new ways to stay active while exploring beautiful Utah.

Cason Searle

Cason Searle is a Training Consultant that started at Addepar in the Fall of 2019. Prior to Cason's time on the Academy Team, Cason was an Analyst on the Support Team. Cason's time on the Support Team allowed him to become an expert in the Addepar software and demonstrate a propensity for client training and education. Before joining Addepar, Cason graduated from Utah Valley University's Personal Financial Planning Program. This program is a CFP® Board designated program focused on the wealth management industry. While in school, Cason attended a series of industry conferences to network and learn more about the needs of today's wealth advisors. Cason enjoys staying active outdoors by skiing, mountain biking, and running in his spare time.

Michelle Snow

Michelle Snow is a training consultant with Addepar. Prior to her role at Addepar, Michelle was a training coordinator with FAST Enterprises. Michelle was with FAST for 3 years where she assisted with the software implementation and training of hundreds of people across the United States. Prior to FAST, Michelle worked for StormWind Studios and the New York Stock Exchange. Michelle has lived across the country in Colorado, California, Arizona, Utah, Minnesota, Nebraska and Georgia. In her free time Michelle likes traveling, spending time with family and participating in sports.

Steff Jensen

Steff Jensen is a Training Consultant who first started at Addepar in 2020 as an Analyst on the Support Team. She quickly learned how to navigate Addepar’s state of the art financial software during her tenure on the Support Team, and quickly became a SME. Prior to Addepar, she worked at Goldman Sachs for two years as a Client Implementation Specialist. There, she learned the intricacies of various account types and ownership structures; and she became familiar with FATCA, VOLKER, FINRA, FINCEN (CDD), and KYC regulations. Steff holds a BS in Economics with a minor in Business Management from Brigham Young University. In her free time, Steff enjoys being outside, trying new restaurants, and reading.

Addepar Academy

Course Descriptions

Alfredo Lopez

Cason Searle

Michelle Snow

Steff Jensen

Questions