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