← Addepar
Addepar role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Software that pulls a wealthy client's investments into one view so advisors can report and make decisions.
Who you'd be calling
Heads of operations, CIOs, COOs and managing partners at wealth management firms, family offices and RIAs.
Your opener
“Hi [Name], this is [You] from Addepar. I know I'm calling out of the blue. We help wealth firms see all of a client's holdings in one place. Do you have 30 seconds to tell me if that's something you deal with?”
Problems you solve for them
- Client data is spread across many custodians and spreadsheets
- Reporting to clients takes days of manual work
- Hard to see the total portfolio, including private investments
Discovery questions to ask
- How does your team build client reports today?
- How much of that data still lands in spreadsheets?
- How do you track private investments or assets held at several custodians?
Objections they'll throw at you
“I'm busy right now.”
→ Totally fair, I'll be quick. Can I ask one question about how you pull client reports together, and then you decide if we should book time later?
“We're not interested.”
→ Understood. Most people I call say that before they know what we do. If I could cut the hours your team spends on reporting, would that be worth a short chat?
“We already use something for this.”
→ Good, then you know how important it is. Where does your current setup fall short, such as private assets or data clean-up?
“Just send me an email.”
→ Happy to. So I send you something useful, what's your biggest headache with client reporting right now?
Competitors worth knowing
Orion, Envestnet Tamarac, SS&C Black Diamond
Interview tips for this company
- Learn the words RIA, custodian, AUM and family office, since your buyer uses them daily.
- Stay curious and ask questions; this buyer expects a polished, consultative tone, not a hard pitch.
Written from public information about Addepar to help you practice. Ask an insider what their role play looked like; it's the best prep there is.