Addepar

About the Project

Addepar is a financial technology and wealth management platform designed to help investment professionals, financial advisors, and enterprises manage complex portfolios, analyze financial data, and generate advanced investment reporting workflows.

The project documentation was created to help developers, platform administrators, and financial operations teams understand the overall platform architecture, API workflows, portfolio management processes, data integration pipelines, reporting systems, authentication workflows, and configuration management.

My Role

As the Technical Writer and Documentation Specialist for this project, I was responsible for creating, organizing, and maintaining the technical documentation for the Addepar platform.

I also structured the documentation using MDX and Markdown formats, created developer-friendly user guides and API references, simplified complex financial and technical concepts into clear documentation, and ensured the documentation was easy to understand for developers, administrators, and operational teams.