Empower yourself with Addepar Academy, a series of classes designed to develop your skills and help you succeed 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 you are interested in taking our on-demand online Academy courses. These courses span a variety of topics across the Addepar platform and are available to you at any time.
Addepar 101: Introduction to Addepar
Addepar 101 is your introduction to everything Addepar. This free, 3-hour course gives you the opportunity to follow along in a training environment with a live instructor as you learn to navigate Addepar, analyze portfolios, edit transactions, and build reports.
Addepar 200 Series: Power Users
This virtual live online course is three days, three hours daily. It 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 your firm's unique needs.
The 200 series is divided into 4 modules: Portfolio Composition, Data Management, Portfolio Analysis, and Client Reporting & Communication.
- Portfolio Composition breaks down the essential building blocks Addepar uses to create and maintain a portfolio.
- Data Management covers making Addepar your own by designing ownership structures, managing attributes, and modeling alternatives. This section also includes instructions on using the Addepar Import tool.
- Portfolio Analysis is a deep dive into the Analysis tool and how it can be leveraged to answer many client-based or portfolio management questions.
- Client Reporting & Communication allows you to use your new skills to create scalable and clean reports you can share with your clients.
