Innovative Portfolio Insight & Rebalancing for Financial Advisors

Our trading and rebalancing software is the most powerful and intuitive way to manage your client portfolios. Our software is supported by an experienced team with more than a decade of experience building software solutions for the wealth management industry. It’s time for a new industry standard in portfolio rebalancing.

AdvisorPeak Joins Addepar

“We’re delighted to be a part of the Addepar team, which is relentlessly focused on delivering cutting-edge tools to enrich client outcomes. We look forward to continuing to develop our premier trading and rebalancing solutions to meet the needs of today’s financial advisors, and also stay ahead of investment and technology demands that help wealth managers better invest in the future.”

— Damon Deru, Founder & CEO of AdvisorPeak

About Addepar

Streamline Your Trading Process

Maximize your efficiency with AdvisorPeak. Rebalance all of your accounts and households in just a few clicks so you can spend more of your time building client relationships.

OUR SOLUTION

2021 ‘Wealthies’ Awards Winner

AdvisorPeak won two ‘Wealthies’ Awards in the categories Technology Providers: Blockchain / Cryptocurrency, and Technology Providers: Rebalancing.

ABOUT THE SOFTWARE

Powerful Trading & Rebalancing Software

Seamless Integrations

Our software seamlessly integrates with the software and system you already use allowing your firm to be software agnostic. We fully support most major custodians and portfolio management systems as well as service and analytics partners.

Simple & Feature-Rich

AdvisorPeak makes it easy to manage allocation models, from simple to complex. Our algorithm monitors your households and accounts and provides real-time data for quick decision making. The world moves fast, AdvisorPeak helps advisors move faster.

Fine-Tuned Securities Management

Supports all types of securities, mutual funds, stocks, ETF’s, fixed income, hedge funds or currencies. Set unlimited security equivalencies, manage fund and redemption fees, set do-not-sell restrictions or treat securities as cash.

Trade with Speed and Accuracy

Persistent monitoring algorithms provide alerts based on your unique settings. Set custom trade minimums, and trading fee thresholds. Allow for drift % from target and optimize for tax savings. Then make bulk trades with rapid precision.

Fix & Trade Order Management

Straight-through trade routing to virtually every custodian and brokerage firm in the country to simplify your trade execution. Institutional-grade Trade Order Management (TOM) available that includes block trading, order sets, and algorithmic trading.

Best in Class Customer Support

AdvisorPeak’s service and support team is unmatched in the industry. From onboarding to troubleshooting we will be there to guide your team every step of the way. Our software is a result of years of feedback from our clients, your voice matters.

FRESH AND FOCUSED

Intuitive User Experience

Our user-friendly interface makes onboarding a breeze where you’ll be creating models, managing accounts, trading, and rebalancing efficiently, saving you time to focus on maintaining client relationships.

Get started with AdvisorPeak today!

Enterprise-Class Portfolio Management

Located on the Silicon Slopes of Utah, AdvisorPeak, Inc. was founded by former financial advisors and wealth management industry experts with the vision of bringing innovative software to the financial services industry. Designed to meet the real-world needs that advisors and institutions face, AdvisorPeak is the product of years of in-depth research and development in tax-smart portfolio trading and rebalancing. AdvisorPeak puts enterprise-class portfolio management tools within reach of all investment professionals.

Learn More

Read our latest articles to learn about important financial advisory news and tools, and to gain insight.

Why Use a Direct Indexing Strategy?
November 24, 2021
Direct indexing has become cheaper due to advancing technology, making it available to most investors. The theory behind direct indexing …
Why Use Proactive Trading and Rebalancing Alerts?
November 18, 2021
Today’s financial advisor desires efficient tools to help manage their client’s portfolios and streamline their operations. Our goal at AdvisorPeak …

Our Team Makes the Difference

We’re an extension of your team, here to make sure you get the most out of technology and tools. Our team of developers, designers and support agents is the most experienced in the industry.