Empower yourself with Addepar Academy, a suite of classes designed to develop your skills and help you achieve success with Addepar.
This virtual, 1-hour beginner course is offered every two weeks will help you get a feel for the product and its common uses.
Through product demonstrations, we teach Addepar users how to view analysis dashboards, update transactions, and publish reports.
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 3-day offering, hosted both online and in person each month, will help you become a “Power User,” who understands both how to complete a wide range of tasks in Addepar, and how to design the system to meet the unique needs of your firm.
Participants can enroll in any combination of courses, or register for all three to build personal expertise and empower your business. The 200 series includes 3 courses: Portfolio Analysis, Data Management, and Client Reporting & Communication. Portfolio Analysis covers the full suite of navigation features while also teaching you to leverage them to solve real problems. In Data Management you’ll learn to make Addepar your own by designing ownership structures, managing attributes, and modeling alternatives. The techniques covered include using both the application and the Addepar Excel Import tool. And our Client Reporting & Communication course is a half day capstone that allows you to use your new skills to create scalable and beautiful reports.