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Inside Addepar is a quarterly round-up of Addepar platform updates, research insights and client, partner and company news.
In this quarter’s roundup, we’re highlighting major strides in Addepar’s platform capabilities. We launched Addepar Trading, introduced platform-wide dashboards and expanded our ecosystem with new Summitas and wealth.com integrations. Our strategic partnership with Brazilian market leader Itaú Private Bank marks another significant milestone in our global scale, bringing Addepar’s capabilities to over 1,000 advisors in Brazil. Dive into the details below.
Product Updates
Addepar Trading
Addepar Trading is a new, comprehensive solution that simplifies and streamlines all aspects of trading and rebalancing for portfolios. As an extension of the Addepar ecosystem, Addepar Trading enhances trading operations from inception to execution with a unified dataset, streamlined navigation and efficient workflows.
Learn more about the platform’s enhanced capabilities and its unprecedented ability to scale on our blog, or watch the Addepar Trading webinar recap for more information.
Bulk portfolio selection in Addepar Trading
Dashboards
Addepar’s newly released Dashboards offers a customizable and visually appealing way to view strategies, tasks and portfolio data on the platform. Users can easily create and customize dashboards with drag-and-drop elements and resizable widgets, set refresh scheduling, create custom color palettes, and switch between light or dark viewing modes to tailor their experience.
Learn how Addepar client View Capital leverages Dashboards to assess and address firmwide goals and objectives on our blog.
Dark Mode in Addepar Dashboards
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.
What’s Happening Around the Addepar Community
Ecosystem update: This quarter, we’re excited to announce new integrations with Summitas and wealth.com. Explore our full list of integration partners, technical details and onboarding instructions in the Addepar Integration Center.
Summitas helps advisors elevate their client experience by syncing Addepar portfolio data with Summitas Finboard summary data analytics to enhance communication, content management and workflow efficiency across financial advisory teams.
Wealth.com is an estate planning solution that syncs client asset data from Addepar to the platform to dynamically feed into clients' estate plans, including visual reports, estate tax analysis and asset flow projections.
What’s new in Navigator: Tune in to our upcoming webinar on November 12 at 9:00 am PT / 12:00 pm ET to learn more about recent Navigator product releases as well as upcoming enhancements. Register today.
Hear what our clients have to say: We recently sat down with multiple members of the Addepar community to hear more about their firms’ successes and how Addepar has helped them achieve their goals.
Brad Martin, CFO at Legacy Knight, shared how “All of the decisions we make for a family are based on the data that we have, so it’s critical that the data we have is right. With Addepar, we know that it’s right.” Read how Legacy Knight is delivering premium client experience while growing.
Maneul Jose Rodriguez, Co-CIO and COO of Papo Group, recounts his journey to enhance transparency, align client objectives and significantly improve operational effectiveness, all while focusing on the preservation and growth of capital, here.
Ultra Financial Partners and Croak Capital shared what led them to partner with Addepar and why innovative technology is paramount to the client experience.
Miami Meetup: Addepar is coming to Miami! We will be hosting our Community Meetup December 5, 2024 at The W hotel from 3:00 pm to 7:00 pm ET. Make sure to mark your calendars so you don’t miss out. Register for the event here.
Company Updates
We’re excited to share that Brazilian market leader Itaú Private Bank selected Addepar as its platform of choice for its more than 1,000 advisors, with exclusive access to Addepar's comprehensive data aggregation and performance reporting platform. Read more about the partnership in our latest English-language press release.
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, Edinburgh and Pune.