Blog

Office Hours | May 8, 2020

Addepar Office Hours: Best Practices for Tracking and Reporting on Private Assets

During this week's Office Hours, we were joined by Alex Ruiz, head of client reporting at GenTrust, LLC. Alex shares real-world insights into how GenTrust leverages technology to save time and drive meaningful...

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Office Hours | April 24, 2020

Addepar Office Hours: Managing Risk & Liquidity in a Market Downturn with Dr. Ashby Monk

In our latest Office Hours, Addepar Alliance & Partnerships Specialist Michael Schwoerer discussed how to manage risk and liquidity in today's rapidly shifting landscape and what investment strategies advisors...

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Office Hours | April 13, 2020

Addepar Office Hours: Business Continuity - Empowering Your Firm For Continued Success

As the economic and business impact of the COVID-19 situation mounts, financial advisory firms are finding ways to reimagine a “business-as-usual environment.” We are continuing our Office Hours webinar...

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Addepeeps | April 7, 2020

How Addepar Does Remote Work: 5 Tips

As an advisor your job depends on effective communication. Especially in today’s world, a digital experience is more critical than ever. When digital communication risks getting lost in translation, how do you...

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Office Hours | April 3, 2020

Addepar Office Hours: Connecting with Clients Remotely

We've launched an Office Hours webinar series where experts share key communication tools and best practices to help financial advisors and teams provide their clients with real-time portfolio visibility, even...

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Industry | March 13, 2020

What Sets The Next-Generation Firm Apart?

Addepar was created in the wake of the 2008 financial crisis to help you navigate turbulent times exactly like this week. Given the volatile environment, this is one of those critical junctures where we hope to...

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Product | March 2, 2020

How Client Experience Measures Product Success

The success of a product hinges largely on thoughtful design and development that creates a clear and intuitive user experience. The consequences of getting it wrong can mean the difference between succeeding...

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Product | February 27, 2020

Top 5 Questions From Our National Client Call

We recently held our annual National Client Call. It offered a chance to look at our accomplishments in 2019 and what we’re working on as we charge into 2020. In case you missed it, check out the top 5...

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Product | January 31, 2020

The Who’s Who Of Addepar Avatars

Anyone who works in the financial services industry can tell you that there are a lot of expectations to manage day-to-day. Feedback comes from all angles: the client, the boss, the boss’s boss...

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Industry | January 23, 2020

Quality Conversations Start with the Right Technology

Since the 2009 market bottom, registered investment advisors (RIAs) have enjoyed a bull market. Triple-digit returns have directly contributed to the bottom-line profits of many AUM-based firms...

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AddeOne | January 17, 2020

Leading With Purpose: Introducing Addepar's New Social Impact Initiative

Last October, as a part of our ten year anniversary celebration and one of our company hackathons, we announced an initiative to connect every employee’s individual passions with the opportunity to contribute...

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Addepeeps | October 28, 2019

10 Years In: Reflecting on a Decade of Transformation

Addepar is celebrating its 10 year anniversary this week! We’ll reiterate our founding vision from 2009, celebrate the tremendous accomplishments we’ve achieved as a team and with our clients and partners, and...

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Product | October 24, 2019

Designing for Private Wealth Management: Building Simple Products for Complex Portfolios

High net worth investors have complicated financial portfolios. They are underserved by technology, with most tech providers offering unsatisfying products...

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Addepeeps | October 15, 2019

AddeKids Day!

The Addepar New York office was transformed into a fun zone on August 21 as nearly 20 children accompanied their parents to work...

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Addepeeps ,  Product | October 8, 2019

How I Knew Addepar Was the Company for Me (After 23 Years at FactSet): A Conversation with Don Nilsson, Chief Product Officer

Don Nilsson recently joined Addepar as Chief Product Officer to drive the development of our platform that specializes in data aggregation, analytics, and portfolio reporting to provide insights and clarity...

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Addepeeps | September 24, 2019

What I Learned as an Addepar Product Management Intern

Jigar Shah had two graduate summer internships in the bag when he got the call from Addepar. What sealed the deal?...

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Investor Experience | September 9, 2019

Top 3 Tips For Moving Clients to Mobile

As an advisor, your clients have high expectations and rightfully so based on the tech available at our fingertips today...

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Integrations | July 29, 2019

Financial Planning Integrations Will Power Up Your Firm

Working alongside clients and deeply understanding their needs has been our approach to identifying which integrations will best supplement Addepar — and ultimately make advisors’ lives easier...

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