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

In our latest Q3 edition, we're spotlighting innovations that take transparency and efficiency to the next level. This quarter, we've rolled out powerful new features like Return Decomposition and Portfolio Look-Through to help you validate investment strategies and get a precise view of total exposure. We also launched key integrations with 11th.com, BITA Risk, and MantaRisk. Read how Ruwenzori Invest is leveraging our platform from their base in Dubai, along with a look at our presence at recent events like the Future Proof Festival and our Enterprise Summit in New York. Explore the highlights below.

Product Updates

Break down returns and validate your investment strategy with Return Decomposition

Go beyond simple returns to understand the true drivers of performance. With Return Decomposition, you can quantify the impact of your allocation and selection decisions relative to your target strategy. Build a compelling client narrative, pinpoint areas for refinement, and automate attribution calculations across Dashboards, Reporting, Analysis, and the Client Portal.

Sample return decomposition view

Get a complete and precise view of exposure with Portfolio Look-Through

Reveal the underlying securities within ETFs and mutual funds to get a full picture of your total exposure. Portfolio Look-Through instantly integrates constituent-level fund data, eliminating manual data entry while helping you identify hidden risks like unintended concentrations or overlaps. You can also analyze a fund's composition to confirm it aligns with its stated strategy and client mandates.

*Mutual fund market data incurs an additional fee. Please contact your Addepar representative for more information.

Sample Look-through exposure view

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

  • We’re excited to announce new integrations with 11th.com, BITA Risk, and MataRisk. Read below or visit our Integration Center to learn more. 

    • 11th.com: Deliver class action payouts to your clients. Our integration allows you to utilize 11th.com’s technology to monitor for recovery opportunities, file claims and send payouts directly to clients along with monthly claims reports.

    • BITA Risk: Seamlessly integrate Addepar data into BITA REG-9’s powerful, efficient solution. The integration delivers data on time, every night to run post trade checks for all REG-9 tests and portfolio risk metrics.

    • MantaRisk: Gain a precise understanding of the true exposure of your portfolio with MantaRisk’s factor-based exposure model. Construct and optimize portfolios with institutional-grade precision and clearly identify the drivers of portfolio performance.

Perspectives from our clients 

  • Ruwenzori Invest: Read how Dubai-based single family office, Ruwenzori Invest, harnessed Addepar to optimize client communication, scale complex portfolio management, and serve 20 members of the same family spanning multiple generations.

Hear from Addepar experts

  • Addepar's Head of Institutional Sales, Nick Long, joined The Basis Points webcast to discuss how our partnership with Bipsync helps institutional investors and fund managers break down data silos and make better decisions. Read the takeaways.

Tune in to our webinars

  • Navigating the Total Portfolio Approach: Join us on October 7th at 12 pm ET / 9 am PT in partnership with Venn by Two Sigma to gain actionable insights for navigating the challenges of a total portfolio approach.

  • Addepar for Alternatives: On November 20th at 2 pm ET / 11 am PT, register to learn how Addepar provides solutions for the fastest-growing and most challenging asset class, helping you meet client demands for insights into their alternative holdings.

Addepar in-person

  • Addepar was a proud sponsor of the 2025 Future Proof Festival, joining thousands of financial professionals in Huntington Beach, California, to discuss the future of wealth. Our booth was a hub for high-impact conversations, and we co-hosted an after-hours reception with our partners at eMoney Advisor and Luminary. The event provided a great opportunity for high-impact conversations on AI in wealth management, personalization at scale, the growing role of alternatives in portfolio construction and building lasting client trust through data.

Company Updates 

  • Addepar is proud to be named to CNBC's 2025 World's Top Fintech Companies list for the second consecutive year. This honor reflects our mission to equip investment professionals with the data, insights and tools they need to deliver exceptional client outcomes.

  • Our CTO, Bob Pisani, was named CTO of the Year at WealthManagement.com’s annual Wealthies Awards.  This recognition is a testament to Bob’s vision in shaping the Addepar platform to help firms navigate a rapidly evolving industry. 

  • Addepar's first Enterprise Summit took place from September 17-18 in New York City, bringing together leaders from the world’s leading global banks. The summit offered candid discussions on scaling with technology and AI, navigating the complexities of global wealth, and exploring new approaches to alternatives. Read more here.

Addepar CTO Bob Pisani named CTO of the Year at 2025 Wealthies

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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 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 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 New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.