Addepar’s north star is a simple client promise: to deliver exceptional experiences and investment outcomes for our global client community through innovation.

We are fortunate to leverage our extensive community of pioneers across technology and financial services, from leading R&D experts and a best-of-breed partner network to our trusted Client Advisory Board. Incorporating insights and feedback from these respected thought leaders enables our team to continue building leading solutions for our growing community.

We recently held our annual Addepar Client Advisory Board meeting to discuss exciting platform updates and opportunities for continued financial services industry advancement. We are excited to share key insights from this meaningful conversation with innovators, like you.

1. Data-Driven Portfolio Insights are Non-Negotiable for Modern Advisors

The right technology solutions transform isolated data points into informed investment decisions – and process-led businesses into data-driven engines for innovation.

We discussed with our Client Advisory Board how technology impacts firm culture and governance, and why Addepar is uniquely positioned to deliver critical portfolio insights. Across the board, there was a clear consensus: in the absence of intelligent technology infrastructure, modern wealth management firms simply cannot grow, let alone compete.

2. Alternatives Provide a Significant Opportunity for Firms to Impress Existing & Prospective Clients

Alternative investments are a distinguishing feature of sophisticated portfolios, especially for UHNW families. With growing interest in alternative investing, wealth managers are in need of best practices around managing and building this unique class of assets – and reliable tools that track and report on their performance over time. Our Client Advisory Board had an engaging discussion about alternative workflow management, data integrity, and what Addepar can do in the future to improve efficiencies for wealth managers in this specific discipline.  

3. Rebalancing Remains a Priority for Wealth Managers

Though portfolio rebalancing is key to meeting asset owner’s long term goals, managing large scale portfolio adjustments presents unique and potentially complicated challenges for advisors.

In response to this obstacle, Addepar recently acquired AdvisorPeak, a leading trading and rebalancing solution that is now available within Addepar’s Integration Center. We shared a demo of this technology with the Advisory Board and discussed how this critical integration facilitates Addepar’s end-to-end investment processes. To learn more about AdvisorPeak, watch our latest webinar or contact your account manager.

We are incredibly grateful for the opportunity to connect leaders across wealth management through our Addepar Client Advisory Board. These engaging events provide a critical avenue for Addepar to better understand the unique, ever-evolving needs and challenges faced by our greater community.