Driving excellence with new insights and advanced reporting

Inside Addepar is a quarterly round-up of Addepar platform updates, research insights and client, partner and company news.

We’ve made significant strides in Q2, with a focus on streamlining workflows and enriching data analysis. We’ve accelerated reporting to handle small and large reports simultaneously, introduced advanced filtering capabilities, and implemented flexible billing options to better meet your needs. Our latest Addepar Research report delves into optimal private-market manager selection, while our new integrations with Dorsum, Flourish and SMArtX Advisory Solutions are set to uplevel your firm’s capabilities. Read on to learn more.

Product Updates

Faster, more streamlined reporting

Both small and large reports can now progress simultaneously, enabling you to run smaller reports without waiting for or disrupting your larger reports. Now, we also automatically associate generated reports with their corresponding portfolios – no additional manual effort required. 

Advanced filtering for count type and time period 

We’ve rolled out advanced filtering by count type and time period to help you easily answer questions such as ‘how many online accounts are there?’ or ‘how many legal entities does a client own?’ Use in analysis tables, reports and dashboards for more granular data insights.

Off-cycle / any month-end billing

Addepar now allows you to run quarterly and semi-annual bills using your firm’s preferred month-end date. For example, you can run bills for a client with quarter-end dates in January, April, July and October, rather than in March, June, September and December. 

Addepar clients can review the Release Notes for details on our latest product updates. Not a client? Contact our team at bd@addepar.com for more information.

Research & Insights

Selecting the right private-market managers is one of the most consequential decisions investors face: investors who choose well can see substantial returns, and those who don’t can suffer significant losses. In a recent report, Addepar Research investigates common pitfalls that reduce chances of picking best-fit managers, and uncovers the algorithmic approach that makes for optimal manager selection. 

The findings reveal critical implications for manager selection practices, suggesting that heuristic-driven metrics alone – such as a manager’s past performance – are unreliable predictors of future performance. Read the full research brief to discover how you can apply the proposed systematic and data-driven framework for better manager selection.

Connect with the Addepar Research team at research@addepar.com to recommend ideas for future research. Addepar clients can register for access to Addepar Research here. 

What’s Happening Around the Addepar Community

• Ecosystem update: We’re excited to announce new integrations with Dorsum, Flourish and SMArtX Advisory Solutions. Check out our recently updated Integration Center to learn more; you’ll find filters to easily identify new technology partners (“New”), and sort by "Region Served" to identify partners actively serving clients by location. 

  • Dorsum is a customizable digital Wealth Portal that helps advisors further engage with their clients by providing a modernized wealth hub experience available on both mobile and web.

  • Flourish helps advisors better serve clients and improve outcomes by bringing Flourish account and transaction information into Addepar for holistic analysis and reporting.

  • SMArtX simplifies the investment management process for enterprise and advisory clients by building managed accounts solutions and Unified Managed Accounts (UMAs), and providing sleeve-level performance back to Addepar for UMAs.

• Watch the replay: In a recent webinar with ThinkAdvisor, Winthrop Wealth CEO Max Winthrop and CTO Michael Banchick sat down with Addepar Client Success Manager Charlie Mackenzie to talk about how they leverage tech-driven operational strategies that enable advisors to scale capacity, the operational foundation needed to adopt a new tech solution, and how to contextualize that solution for your business. Watch the recording here.

• Leveraging Addepar to fuel growth: In a recent case study featuring WE Family Office, Co-managing Partner Michael Zeuner and Partner Rocio Ortega discuss how Addepar enables them to continue to scale their high-touch advisory services amidst growing market uncertainty. Learn more about how the firm has doubled its client base, increased productivity, and facilitated rapid onboarding of new clients without compromising service quality.

• Modernizing client engagement: On July 30th, Addepar Sr. Account Executive Kelly Brennan and Asset-Map VP of Community Alison Susko will share how firms can leverage the Asset-Map integration to enhance client conversations, differentiate their practice and elevate their clients’ experience – register for the webinar today.

Company Updates

• We’re excited to announce that Corient, a leading integrated U.S. wealth management firm, has selected Addepar as the exclusive platform for its client portfolio of $160+ billion in assets. RIA Intel and Citywire share more on how Corient will utilize Addepar’s advanced reporting and portfolio data aggregation capabilities to fulfill its advisors’ and clients’ complex needs. 

• Addepar CEO Eric Poirier recently joined David Weisburd on the 10X Capital podcast to share Addepar's recent milestone of more than $6 trillion assets managed on platform. Tune in to hear Eric’s insights on the top performing asset classes, the future of asset management and how to manage talent to scale a business. 

• We’re proud to announce that Addepar has been named to CNBC's World’s Top Fintech Companies 2024 list, which highlights the companies shaping the future of financial services.

• Last month we held AddeConf24, our second annual innovation and technology conference, where we brought together clients, partners and thought leaders to discuss the future of the Addepar platform, industry trends and best practices. Check out our recap of the event and explore our newly launched R&D blog, Engineering Capital, for deep dives into our technical innovations.

About Addepar

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh and Pune.