Integrations

Addepar Navigator

Addepar add-on module providing forward-looking cashflow analysis and portfolio impact for private investment capital commitments test.

Flexible Modeling Capabilities

  • Using your imported data, model future investments and Model alternative assets using a vast library of fund and cash flow data.

Advanced Visualization Tools

  • Get a 360° portfolio view with forward-looking and historical reports.

Addepar Data Integration

  • Leverage ownership structures to scale investment cash flows.

"What If" Scenario Capabilities

  • Simulate new investments across portfolios using discrete values.