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    <item>
      <title><![CDATA[Advancing AI across the platform]]></title>
      <link>https://addepar.com/blog/inside-addepar-q1-2026</link>
      <guid>https://addepar.com/blog/inside-addepar-q1-2026</guid>
      <pubDate>Fri, 03 Apr 2026 04:00:00 +0000</pubDate>
      <description>
        <![CDATA[Inside Addepar is a quarterly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.]]>
      </description>

      
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          >Product</category>
      

    </item>
    
    <item>
      <title><![CDATA[Capital Activity Dashboard: A faster, smarter way to manage capital activity]]></title>
      <link>https://addepar.com/blog/alts-data-management-capital-activity-dashboard</link>
      <guid>https://addepar.com/blog/alts-data-management-capital-activity-dashboard</guid>
      <pubDate>Tue, 31 Mar 2026 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Manage capital calls and distributions with speed and confidence. Leverage the Capital Activity Dashboard for Addepar Alts Data Management.]]>
      </description>

      
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          height="645"
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      <category
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          ></category>
      

    </item>
    
    <item>
      <title><![CDATA[Putting AI inside investment management workflows]]></title>
      <link>https://addepar.com/blog/putting-ai-inside-investment-management-workflows</link>
      <guid>https://addepar.com/blog/putting-ai-inside-investment-management-workflows</guid>
      <pubDate>Thu, 26 Mar 2026 04:00:00 +0000</pubDate>
      <description>
        <![CDATA[Addepar embeds AI directly into workflows to automate the extraction and standardization of complex documents. This turns manual tasks into structured, actionable insights via their AI partner, Addison.]]>
      </description>

      
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      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      

    </item>
    
    <item>
      <title><![CDATA[Embracing JOOQ for database precision and speed at scale]]></title>
      <link>https://addepar.com/blog/embracing-jooq-for-database-precision-and-speed-at-scale</link>
      <guid>https://addepar.com/blog/embracing-jooq-for-database-precision-and-speed-at-scale</guid>
      <pubDate>Tue, 10 Mar 2026 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Standard ORMs often introduce memory bloat and unpredictable abstraction layers. Our engineering team uses JOOQ and Agroal to manage 100-column tables, native partitioning and stateless multi-tenancy.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/embracing-jooq.webp"
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      <category
          domain="https://addepar.com/blog/rss/rd"
          >R&amp;D</category>
      

    </item>
    
    <item>
      <title><![CDATA[From documents to decisions: how AI streamlines the alternatives lifecycle]]></title>
      <link>https://addepar.com/blog/from-documents-to-descisions-how-ai-streamlines-the-alts-lifecycle</link>
      <guid>https://addepar.com/blog/from-documents-to-descisions-how-ai-streamlines-the-alts-lifecycle</guid>
      <pubDate>Mon, 09 Mar 2026 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Managing alternative data is manual and error-prone. Addepar Alts Data Management uses AI to automate extraction and standardization, turning complex documents into validated, decision-ready insights.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/addepar_adx_blogheader.png"
          width="990"
          height="645"
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      <category
          domain="https://addepar.com/blog/rss/product"
          >Product</category>
      

    </item>
    
    <item>
      <title><![CDATA[Five AI trends executives should expect in the next five years]]></title>
      <link>https://addepar.com/blog/five-ai-trends-executives-should-expect</link>
      <guid>https://addepar.com/blog/five-ai-trends-executives-should-expect</guid>
      <pubDate>Tue, 24 Feb 2026 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[AI in financial services is shifting to: embedded intelligence, trusted & explainable insights, permission-aware access, proactive risk detection, and vertical, industry-specific tools—designed to amplify human expertise.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blogimage_whereaiusheaded.png"
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          height="645"
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      <category
          domain="https://addepar.com/blog/rss/industry"
          >Industry</category>
      

    </item>
    
    <item>
      <title><![CDATA[Operational agility at scale: Supporting trillions in assets via schema partitioning]]></title>
      <link>https://addepar.com/blog/supporting-trillions-in-assets-via-schema-partitioning</link>
      <guid>https://addepar.com/blog/supporting-trillions-in-assets-via-schema-partitioning</guid>
      <pubDate>Fri, 20 Feb 2026 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[See how Addepar uses multi-schema database architecture to overcome operational, performance and security hurdles for a significant advantage.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blogimage_operationalagility.png"
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          height="860"
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          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/rd"
          >R&amp;D</category>
      

    </item>
    
    <item>
      <title><![CDATA[Is AI redefining personalization in the investment and wealth management industry?]]></title>
      <link>https://addepar.com/blog/is-ai-redefining-personalization-in-the-investment-and-wealth-management-industry</link>
      <guid>https://addepar.com/blog/is-ai-redefining-personalization-in-the-investment-and-wealth-management-industry</guid>
      <pubDate>Thu, 19 Feb 2026 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Firms are shifting from more data to smarter context. AI enables scalable, role-specific insights from a single source of truth — enhancing personalization, governance and client trust without adding complexity.]]>
      </description>

      
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          height="645"
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      <category
          domain="https://addepar.com/blog/rss/industry"
          >Industry</category>
      

    </item>
    
    <item>
      <title><![CDATA[Why some firms win clients faster than others in the age of AI]]></title>
      <link>https://addepar.com/blog/winning-clients-faster-in-the-age-of-ai</link>
      <guid>https://addepar.com/blog/winning-clients-faster-in-the-age-of-ai</guid>
      <pubDate>Tue, 20 Jan 2026 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[As AI becomes table stakes in investment management, where it’s implemented is just as important as how. See where winning firms leverage AI to grow, scale and elevate the client experience.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blogimage_winclientsfaster_03-(1).png"
          width="992"
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      <category
          domain="https://addepar.com/blog/rss/industry"
          >Industry</category>
      

    </item>
    
    <item>
      <title><![CDATA[Humans in the loop: Why human oversight still matters in AI]]></title>
      <link>https://addepar.com/blog/humans-in-the-loop-why-human-oversight-still-matters-in-ai</link>
      <guid>https://addepar.com/blog/humans-in-the-loop-why-human-oversight-still-matters-in-ai</guid>
      <pubDate>Thu, 08 Jan 2026 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[AI adoption is accelerating, but trust, context and accountability limit scale. In complex domains like finance, human judgment remains essential to govern, explain and responsibly deploy AI systems.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blogimage_humansintheloop_01.png"
          width="992"
          height="645"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/product"
          >Product</category>
      

    </item>
    
    <item>
      <title><![CDATA[Strengthening workflows, client experience and community across the Addepar ecosystem]]></title>
      <link>https://addepar.com/blog/inside-addepar-q4-2025</link>
      <guid>https://addepar.com/blog/inside-addepar-q4-2025</guid>
      <pubDate>Thu, 08 Jan 2026 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Inside Addepar is a quarterly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/banner-image.png"
          width="1200"
          height="800"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/product"
          >Product</category>
      

    </item>
    
    <item>
      <title><![CDATA[Building an AI-ready organization: From data foundations to culture]]></title>
      <link>https://addepar.com/blog/building-an-ai-ready-organization</link>
      <guid>https://addepar.com/blog/building-an-ai-ready-organization</guid>
      <pubDate>Wed, 07 Jan 2026 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[AI success isn’t about better models — it’s about data designed for machine reasoning. Firms must move beyond clean data to semantic, decision-ready systems that enable execution, not just insights.]]>
      </description>

      
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          width="992"
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          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/product"
          >Product</category>
      

    </item>
    
    <item>
      <title><![CDATA[AI is only as good as your data: Why clean data wins every time]]></title>
      <link>https://addepar.com/blog/ai-is-only-as-good-as-your-data</link>
      <guid>https://addepar.com/blog/ai-is-only-as-good-as-your-data</guid>
      <pubDate>Mon, 15 Dec 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[As AI becomes embedded in financial workflows, data quality is the deciding factor. Unified, accurate data helps firms avoid the GenAI divide, reduce risk, and unlock real efficiency and insight from AI.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blogimage_aionlyasgoodasdata.png"
          width="992"
          height="645"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/product"
          >Product</category>
      

    </item>
    
    <item>
      <title><![CDATA[Leading RIAs navigate organic and inorganic growth strategies]]></title>
      <link>https://addepar.com/blog/ria-organic-inorganic-growth-strategies</link>
      <guid>https://addepar.com/blog/ria-organic-inorganic-growth-strategies</guid>
      <pubDate>Tue, 09 Dec 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Private equity, M&A and rising client expectations are redefining RIA growth. See how firms balance organic and inorganic strategies to scale with intention — without breaking culture.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/riasummitrecap_blog01.png"
          width="1322"
          height="860"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/industry"
          >Industry</category>
      

    </item>
    
    <item>
      <title><![CDATA[The new table stakes: Why AI will be non-negotiable in modern financial services]]></title>
      <link>https://addepar.com/blog/the-new-table-stakes-why-ai-will-be-non-negotiable-in-modern-financial-services</link>
      <guid>https://addepar.com/blog/the-new-table-stakes-why-ai-will-be-non-negotiable-in-modern-financial-services</guid>
      <pubDate>Mon, 08 Dec 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[AI is becoming a non-negotiable advantage in wealth management — boosting advisor capacity, accelerating insight and enabling more personalized, data-driven guidance without added complexity.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blogimage_newtablestakes.png"
          width="992"
          height="645"
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          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/product"
          >Product</category>
      

    </item>
    
    <item>
      <title><![CDATA[5 questions every executive should ask before adopting AI]]></title>
      <link>https://addepar.com/blog/questions-executives-should-ask-before-adopting-ai</link>
      <guid>https://addepar.com/blog/questions-executives-should-ask-before-adopting-ai</guid>
      <pubDate>Mon, 01 Dec 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[AI can boost productivity, client experience, and scale — but only with the right foundation. These five executive questions help leaders assess readiness across data, governance, workflows and measurement.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blogimage_5questions.png"
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      <category
          domain="https://addepar.com/blog/rss/product"
          >Product</category>
      

    </item>
    
    <item>
      <title><![CDATA[Enhancing client trust: The Client Portal email experience]]></title>
      <link>https://addepar.com/blog/client-portal-email-experience-hackathon-2025</link>
      <guid>https://addepar.com/blog/client-portal-email-experience-hackathon-2025</guid>
      <pubDate>Thu, 20 Nov 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Following our platform's recent visual overhaul, at the 2025 Hackathon we turned our attention to a critical, high-touch element: client-facing emails in our Client Portal.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blogheaderimage_01_hackathon.jpg"
          width="1322"
          height="860"
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      <category
          domain="https://addepar.com/blog/rss/rd"
          >R&amp;D</category>
      
      <category
          domain="https://addepar.com/blog/rss/addepeeps"
          >Addepeeps</category>
      
      <category
          domain="https://addepar.com/blog/rss/product"
          >Product</category>
      

    </item>
    
    <item>
      <title><![CDATA[How one Addepar team converted 315 data feeds in 3 days]]></title>
      <link>https://addepar.com/blog/config-based-feeds-hackathon-2025</link>
      <guid>https://addepar.com/blog/config-based-feeds-hackathon-2025</guid>
      <pubDate>Thu, 20 Nov 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[For years, the Feeds team operated with a conversion workflow that was effective but imperfect. Daily data exceptions contributed to a growing tech debt. At our 2025 Hackathon, they tackled this head-on.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/1-featured-1762795889.jpg"
          width="661"
          height="430"
          type="image/jpeg"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/rd"
          >R&amp;D</category>
      
      <category
          domain="https://addepar.com/blog/rss/addepeeps"
          >Addepeeps</category>
      
      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      

    </item>
    
    <item>
      <title><![CDATA[Instilling client confidence with the Contextual Audit Log]]></title>
      <link>https://addepar.com/blog/contextual-audit-log-hackathon-2025</link>
      <guid>https://addepar.com/blog/contextual-audit-log-hackathon-2025</guid>
      <pubDate>Thu, 20 Nov 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Born out of the 2025 Hackathon, the Contextual Audit Log moves us toward a more seamless and client-centric experience, delivering transparency with transaction edit history.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/1-featured-1762795604.jpg"
          width="655"
          height="430"
          type="image/jpeg"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/rd"
          >R&amp;D</category>
      
      <category
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          >Addepeeps</category>
      
      <category
          domain="https://addepar.com/blog/rss/product"
          >Product</category>
      

    </item>
    
    <item>
      <title><![CDATA[Building for and with you: Innovation and client experience at Addepar’s Hackathon]]></title>
      <link>https://addepar.com/blog/hackathon-2025</link>
      <guid>https://addepar.com/blog/hackathon-2025</guid>
      <pubDate>Thu, 20 Nov 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[As our 2025 Hackathon came to a close, we sat down with our VP of User Experience and Design and Chief Client Officer to hear how client feedback is driving innovation.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/1-featured.jpg"
          width="661"
          height="430"
          type="image/jpeg"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/addepeeps"
          >Addepeeps</category>
      
      <category
          domain="https://addepar.com/blog/rss/community"
          >Community</category>
      
      <category
          domain="https://addepar.com/blog/rss/rd"
          >R&amp;D</category>
      

    </item>
    
    <item>
      <title><![CDATA[Report generation — scaling with our clients]]></title>
      <link>https://addepar.com/blog/report-generation-scaling-with-our-clients</link>
      <guid>https://addepar.com/blog/report-generation-scaling-with-our-clients</guid>
      <pubDate>Thu, 13 Nov 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[As client demand surged, our PDF-report generator went from 500K reports in 2017 to 6M in 2022 — a 12X increase. Here's how we rebuilt report generation to scale reliably and meet enterprise-grade demand.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/engineering-capital.jpg"
          width="1200"
          height="779"
          type="image/jpeg"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/rd"
          >R&amp;D</category>
      

    </item>
    
    <item>
      <title><![CDATA[How private banks unlock the full potential of alternatives at the core of modern wealth]]></title>
      <link>https://addepar.com/blog/private-banks-unlock-full-potential-alternatives-modern-wealth</link>
      <guid>https://addepar.com/blog/private-banks-unlock-full-potential-alternatives-modern-wealth</guid>
      <pubDate>Fri, 31 Oct 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[We sat down with WestCap Partner and Head of Asset Management Jaime Hildreth at the Addepar Enterprise Summit to discuss the expanding role of alts in portfolio construction. Here’s what we learned.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/enterprise-summit-alts.png"
          width="512"
          height="333"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/industry"
          >Industry</category>
      

    </item>
    
    <item>
      <title><![CDATA[Enhancing the workﬂow: Reporting]]></title>
      <link>https://addepar.com/blog/enhancing-the-workflow-reporting</link>
      <guid>https://addepar.com/blog/enhancing-the-workflow-reporting</guid>
      <pubDate>Wed, 29 Oct 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Enhancing the Workflow explores how firms use Addepar to simplify complexity and better serve clients. In this edition, Americana Partners shares how they transformed their reporting process with Addepar.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blogheaderimage_behindtheworkflows-(1).png"
          width="2755"
          height="1792"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/community"
          >Community</category>
      

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    <item>
      <title><![CDATA[Meet Addepar: Rajiv Sharma helps drive investor insights with total portfolio projection tooling]]></title>
      <link>https://addepar.com/blog/rajiv-sharma-drives-investor-insights-with-portfolio-projections</link>
      <guid>https://addepar.com/blog/rajiv-sharma-drives-investor-insights-with-portfolio-projections</guid>
      <pubDate>Tue, 28 Oct 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Rajiv Sharma, Director of Product Management for Addepar Navigator.]]>
      </description>

      
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      <category
          domain="https://addepar.com/blog/rss/community"
          >Community</category>
      
      <category
          domain="https://addepar.com/blog/rss/addepeeps"
          >Addepeeps</category>
      

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    <item>
      <title><![CDATA[Balancing long-term growth with flexible liquidity: How Camino Partners plans 10 years ahead]]></title>
      <link>https://addepar.com/blog/camino-partners-plans-liquidity</link>
      <guid>https://addepar.com/blog/camino-partners-plans-liquidity</guid>
      <pubDate>Tue, 21 Oct 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Camino Partners adopted Addepar Navigator to keep pace with an expanding investment portfolio, including alts. The firm now projects and forecasts liquidity in greater detail and precision than ever before.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/clientspotlightblog-caminopartners.png"
          width="1200"
          height="779"
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      <category
          domain="https://addepar.com/blog/rss/community"
          >Community</category>
      

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    <item>
      <title><![CDATA[Navigating technology transformation for enterprise firms]]></title>
      <link>https://addepar.com/blog/navigating-tech-transformation-enterprise-firms</link>
      <guid>https://addepar.com/blog/navigating-tech-transformation-enterprise-firms</guid>
      <pubDate>Mon, 20 Oct 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[At Addepar’s Enterprise Summit, we discussed how the largest private banks transform their operations and client relationships by using a unified platform to increase revenues, efficiency and engagement.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/enterprisesummitrecap_email02.png"
          width="992"
          height="645"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/industry"
          >Industry</category>
      

    </item>
    
    <item>
      <title><![CDATA[Modernization is a mindset]]></title>
      <link>https://addepar.com/blog/modernization-is-a-mindset</link>
      <guid>https://addepar.com/blog/modernization-is-a-mindset</guid>
      <pubDate>Thu, 02 Oct 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Modernizing your tech stack is more than upgrading tools, it’s a strategic, cultural shift. Learn how leading firms are driving growth, improving client experiences and measuring real ROI.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/modernizing-mindset.png"
          width="512"
          height="333"
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      <category
          domain="https://addepar.com/blog/rss/community"
          >Community</category>
      
      <category
          domain="https://addepar.com/blog/rss/industry"
          >Industry</category>
      

    </item>
    
    <item>
      <title><![CDATA[Plan with confidence: How investors gain forward-looking clarity]]></title>
      <link>https://addepar.com/blog/plan-with-confidence-how-investors-gain-forward-looking-clarity</link>
      <guid>https://addepar.com/blog/plan-with-confidence-how-investors-gain-forward-looking-clarity</guid>
      <pubDate>Wed, 01 Oct 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Fragmented tools create risk. Discover how investors gain forward-looking clarity with Addepar — replacing static spreadsheets with dynamic forecasting and unified oversight.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blogimage_thatseasy.png"
          width="992"
          height="645"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/investor-experience"
          >Investor Experience</category>
      
      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      
      <category
          domain="https://addepar.com/blog/rss/expertise"
          >Expertise</category>
      

    </item>
    
    <item>
      <title><![CDATA[Advancing transparency and efficiency across the Addepar platform and community]]></title>
      <link>https://addepar.com/blog/inside-addepar-q3-2025</link>
      <guid>https://addepar.com/blog/inside-addepar-q3-2025</guid>
      <pubDate>Tue, 30 Sep 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Inside Addepar is a quarterly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/insideaddepar_q3.jpg"
          width="1200"
          height="800"
          type="image/jpeg"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/"
          ></category>
      

    </item>
    
    <item>
      <title><![CDATA[Five key takeaways from the Addepar Enterprise Summit]]></title>
      <link>https://addepar.com/blog/takeaways-enterprise-summit25</link>
      <guid>https://addepar.com/blog/takeaways-enterprise-summit25</guid>
      <pubDate>Mon, 29 Sep 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Explore five key insights from the Addepar Enterprise Summit, from AI and data strategy to culture, agility, and client-focused innovation.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/enterprisesummitrecap_email01.png"
          width="992"
          height="645"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/industry"
          >Industry</category>
      

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    <item>
      <title><![CDATA[Building a strong data foundation and removing data siloes: Four key takeaways from our webinar with Bipsync]]></title>
      <link>https://addepar.com/blog/bipsync-basis-point-webinar</link>
      <guid>https://addepar.com/blog/bipsync-basis-point-webinar</guid>
      <pubDate>Mon, 22 Sep 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Learn how Addepar and Bipsync's partnership helps institutional investors and GPs integrate research and portfolio data to break down silos and improve decision-making.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blogimage_bipsyncaddeparwebinar_v1.png"
          width="1056"
          height="687"
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      <category
          domain="https://addepar.com/blog/rss/industry"
          >Industry</category>
      
      <category
          domain="https://addepar.com/blog/rss/expertise"
          >Expertise</category>
      
      <category
          domain="https://addepar.com/blog/rss/investor-experience"
          >Investor Experience</category>
      

    </item>
    
    <item>
      <title><![CDATA[Reclaiming time: Why upgrading legacy systems can give your firm a competitive advantage]]></title>
      <link>https://addepar.com/blog/reclaim-time-upgrade-legacy-systems</link>
      <guid>https://addepar.com/blog/reclaim-time-upgrade-legacy-systems</guid>
      <pubDate>Mon, 08 Sep 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[What’s the hidden cost of outdated systems? The time lost to inefficient operations and manual processes. Modern tech solutions like Addepar can save time and give firms a competitive edge.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/apple-watch-world-time.webp"
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          height="645"
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      <category
          domain="https://addepar.com/blog/rss/industry"
          >Industry</category>
      
      <category
          domain="https://addepar.com/blog/rss/family-office"
          >Family Office</category>
      

    </item>
    
    <item>
      <title><![CDATA[Capitalizing alternatives data: private markets benchmarking]]></title>
      <link>https://addepar.com/blog/capitalizing-alternatives-data-private-markets-benchmarking</link>
      <guid>https://addepar.com/blog/capitalizing-alternatives-data-private-markets-benchmarking</guid>
      <pubDate>Mon, 21 Jul 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[In the complex and opaque world of private markets, accessing high-quality data and actionable insights has long been a challenge. At Addepar, we set out to change that.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/engineering-capital.jpg"
          width="1200"
          height="779"
          type="image/jpeg"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/rd"
          >R&amp;D</category>
      

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    <item>
      <title><![CDATA[Meet Addepar: Tara Coakley builds trusted partnerships with high-growth clients]]></title>
      <link>https://addepar.com/blog/meet-addepar-tara-coakley-builds-trusted-partnerships-with-high-growth-clients</link>
      <guid>https://addepar.com/blog/meet-addepar-tara-coakley-builds-trusted-partnerships-with-high-growth-clients</guid>
      <pubDate>Wed, 16 Jul 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Tara Coakley, Head of Strategic Network Firms.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/meetaddepar_taracoakley_blogheader.png"
          width="2400"
          height="1558"
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      <category
          domain="https://addepar.com/blog/rss/community"
          >Community</category>
      
      <category
          domain="https://addepar.com/blog/rss/addepeeps"
          >Addepeeps</category>
      

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    <item>
      <title><![CDATA[From complexity to clarity: Managing alternatives in a changing landscape]]></title>
      <link>https://addepar.com/blog/managing-alternative-investments-in-a-changing-landscape</link>
      <guid>https://addepar.com/blog/managing-alternative-investments-in-a-changing-landscape</guid>
      <pubDate>Thu, 03 Jul 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Addepar’s platform is built to solve the complexities of managing alternative investments, giving investors additional diversification, income and exposure to a different set of economic drivers.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/addeconfposteventcontent.webp"
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          height="860"
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      <category
          domain="https://addepar.com/blog/rss/"
          ></category>
      

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    <item>
      <title><![CDATA[Innovation in action: Product, platform & partnership highlights]]></title>
      <link>https://addepar.com/blog/inside-addepar-q2-2025</link>
      <guid>https://addepar.com/blog/inside-addepar-q2-2025</guid>
      <pubDate>Mon, 30 Jun 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Inside Addepar is a quarterly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/insideaddepar_q2.png"
          width="1200"
          height="800"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/"
          ></category>
      

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    <item>
      <title><![CDATA[The great wealth transfer in EMEA: Why technology is the key to meeting next-generation expectations]]></title>
      <link>https://addepar.com/blog/emea-wealth-transfer</link>
      <guid>https://addepar.com/blog/emea-wealth-transfer</guid>
      <pubDate>Thu, 26 Jun 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[EMEA wealth managers are preparing for one of history's largest intergenerational wealth transfers, as maturing generations begin to pass assets to Gen X, Millennials, and Gen Z.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/brock.webp"
          width="1200"
          height="779"
          type="image/webp"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/industry"
          >Industry</category>
      

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    <item>
      <title><![CDATA[Why scenario planning is essential for institutional investors]]></title>
      <link>https://addepar.com/blog/navigator-the-power-of-preparation</link>
      <guid>https://addepar.com/blog/navigator-the-power-of-preparation</guid>
      <pubDate>Thu, 12 Jun 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[How prepared is your portfolio for what comes next? Learn how leading institutional investors use Navigator to test assumptions, manage liquidity and reduce risk.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/arthur-ravenel-jr-bridge.webp"
          width="1000"
          height="651"
          type="image/webp"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/product"
          >Product</category>
      
      <category
          domain="https://addepar.com/blog/rss/expertise"
          >Expertise</category>
      
      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      

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    <item>
      <title><![CDATA[A better way to manage alternative investments: Save time and reduce risk]]></title>
      <link>https://addepar.com/blog/how-alts-data-management-frees-up-time-for-the-back-office</link>
      <guid>https://addepar.com/blog/how-alts-data-management-frees-up-time-for-the-back-office</guid>
      <pubDate>Wed, 11 Jun 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Alts Data Management streamlines the way firms manage alts data with automated document collection and processing, data validation and file storage.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/alts-data-management.webp"
          width="1322"
          height="860"
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      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      
      <category
          domain="https://addepar.com/blog/rss/industry"
          >Industry</category>
      
      <category
          domain="https://addepar.com/blog/rss/product"
          >Product</category>
      

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    <item>
      <title><![CDATA[Shaping the Future, Together at AddeConf25]]></title>
      <link>https://addepar.com/blog/shaping-the-future-together-at-addeconf25</link>
      <guid>https://addepar.com/blog/shaping-the-future-together-at-addeconf25</guid>
      <pubDate>Wed, 11 Jun 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[AddeConf25 brought together Addepar experts, clients and partners to shape the future of finance, exploring AI, tech and data infrastructure, and unified solutions for wealth management.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/addeparconf-4_websize.jpg"
          width="1600"
          height="1067"
          type="image/jpeg"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/rd"
          >R&amp;D</category>
      

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    <item>
      <title><![CDATA[Meet Addepar: Jamie Signorile helps global banks and asset allocators navigate tech transformation]]></title>
      <link>https://addepar.com/blog/jamie-signorile-helps-global-banks-and-asset-allocators</link>
      <guid>https://addepar.com/blog/jamie-signorile-helps-global-banks-and-asset-allocators</guid>
      <pubDate>Thu, 08 May 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Jamie Signorile, Senior Director, Global Enterprise Solutions Engineering.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/meetaddepar-signorile-blogheader.webp"
          width="1200"
          height="779"
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      <category
          domain="https://addepar.com/blog/rss/community"
          >Community</category>
      
      <category
          domain="https://addepar.com/blog/rss/addepeeps"
          >Addepeeps</category>
      

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    <item>
      <title><![CDATA[Faster, cheaper and altogether better: Enhancing data models to improve data access and service architecture]]></title>
      <link>https://addepar.com/blog/faster-cheaper-and-altogether-better</link>
      <guid>https://addepar.com/blog/faster-cheaper-and-altogether-better</guid>
      <pubDate>Mon, 21 Apr 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Addepar's rallying cry, altogether better, represents not only how we build internally and partner with our clients, but also showcases our view that consolidated data drives smarter investment decisions.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/engineering-capital.jpg"
          width="1200"
          height="779"
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      <category
          domain="https://addepar.com/blog/rss/product"
          >Product</category>
      
      <category
          domain="https://addepar.com/blog/rss/rd"
          >R&amp;D</category>
      
      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      

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    <item>
      <title><![CDATA[Our journey to effective observability at Addepar Trading]]></title>
      <link>https://addepar.com/blog/effective-observability</link>
      <guid>https://addepar.com/blog/effective-observability</guid>
      <pubDate>Mon, 07 Apr 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[In the world of microservices architecture, understanding how a system behaves is crucial. This is especially true for the Addepar Trading solution.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/engineering-capital.jpg"
          width="1200"
          height="779"
          type="image/jpeg"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/rd"
          >R&amp;D</category>
      
      <category
          domain="https://addepar.com/blog/rss/product"
          >Product</category>
      

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    <item>
      <title><![CDATA[Simplifying alternative investment management with innovative new tools]]></title>
      <link>https://addepar.com/blog/inside-addepar-q1-2025</link>
      <guid>https://addepar.com/blog/inside-addepar-q1-2025</guid>
      <pubDate>Mon, 31 Mar 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Inside Addepar is a quarterly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/insideaddepar_q1_2025.png"
          width="1200"
          height="800"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/"
          ></category>
      

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    <item>
      <title><![CDATA[Meet Addepar: Kendall Preusch helps clients invest in winning solutions]]></title>
      <link>https://addepar.com/blog/meet-addepar-kendall-preusch</link>
      <guid>https://addepar.com/blog/meet-addepar-kendall-preusch</guid>
      <pubDate>Mon, 24 Mar 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Kendall Preusch, Senior Manager for the Core Account Management team at Addepar.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blog-header-kendall.webp"
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      <category
          domain="https://addepar.com/blog/rss/community"
          >Community</category>
      
      <category
          domain="https://addepar.com/blog/rss/addepeeps"
          >Addepeeps</category>
      

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    <item>
      <title><![CDATA[How we’re building a faster, smarter Addepar — and what it means for you]]></title>
      <link>https://addepar.com/blog/how-we-re-building-a-faster-smarter-addepar</link>
      <guid>https://addepar.com/blog/how-we-re-building-a-faster-smarter-addepar</guid>
      <pubDate>Wed, 19 Mar 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Addepar’s platform is built to scale alongside your business, helping you navigate an increasingly complex financial landscape with confidence. In 2025,we’ll deliver short- and long-term value.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blog-image-bob.webp"
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      <category
          domain="https://addepar.com/blog/rss/industry"
          >Industry</category>
      
      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      
      <category
          domain="https://addepar.com/blog/rss/expertise"
          >Expertise</category>
      

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    <item>
      <title><![CDATA[Gain deeper insights with Private Fund Benchmarks]]></title>
      <link>https://addepar.com/blog/insights-with-privatefundbenchmarks</link>
      <guid>https://addepar.com/blog/insights-with-privatefundbenchmarks</guid>
      <pubDate>Tue, 18 Mar 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Addepar’s Private Fund Benchmarks provide the clarity and data-driven insights investors need to confidently navigate the opaque world of private fund investments.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/private-fund-benchmarks.webp"
          width="1323"
          height="861"
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      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      
      <category
          domain="https://addepar.com/blog/rss/industry"
          >Industry</category>
      
      <category
          domain="https://addepar.com/blog/rss/product"
          >Product</category>
      

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    <item>
      <title><![CDATA[GenTrust saves time and resources while growing their alternative investments]]></title>
      <link>https://addepar.com/blog/gentrust-saves-time-and-resources</link>
      <guid>https://addepar.com/blog/gentrust-saves-time-and-resources</guid>
      <pubDate>Mon, 17 Mar 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Addepar Alts Data Management helps GenTrust scale to add alternative investments without adding resources by   streamlining workflows, improving accuracy and freeing up time for high-impact initiatives.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/clientspotlightblog-gentrust.webp"
          width="800"
          height="519"
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      <category
          domain="https://addepar.com/blog/rss/community"
          >Community</category>
      

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    <item>
      <title><![CDATA[Merging technology and tradition: the growth of UAE family offices]]></title>
      <link>https://addepar.com/blog/growth-of-uae-family-offices</link>
      <guid>https://addepar.com/blog/growth-of-uae-family-offices</guid>
      <pubDate>Mon, 17 Mar 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[The UAE is emerging as a hub for family offices. UHNW individuals and families are attracted by its favourable regulatory environment, investor-friendly initiatives, and growing regional wealth.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/uae-family-office.webp"
          width="800"
          height="519"
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      <category
          domain="https://addepar.com/blog/rss/family-office"
          >Family Office</category>
      

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    <item>
      <title><![CDATA[Simplifying alternatives data management: a solution for unstructured and disaggregated investment data]]></title>
      <link>https://addepar.com/blog/simplifying-alternatives-data-management</link>
      <guid>https://addepar.com/blog/simplifying-alternatives-data-management</guid>
      <pubDate>Fri, 21 Feb 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[As the product manager for our Alts Data Management solution, I’ve witnessed the unique challenges wealth managers, RIAs and asset managers face when dealing with the complexities of alternative investments.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/engineering-capital.jpg"
          width="1200"
          height="779"
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      <category
          domain="https://addepar.com/blog/rss/product"
          >Product</category>
      
      <category
          domain="https://addepar.com/blog/rss/rd"
          >R&amp;D</category>
      

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    <item>
      <title><![CDATA[Bringing transparency to private markets with Addepar’s solutions]]></title>
      <link>https://addepar.com/blog/transparency-and-clarity-to-alternatives</link>
      <guid>https://addepar.com/blog/transparency-and-clarity-to-alternatives</guid>
      <pubDate>Tue, 18 Feb 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Bringing transparency to private markets: Learn how Addepar’s latest solutions enhance data clarity, streamline workflows and optimize alternative investments.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/yoann-donze.png"
          width="1200"
          height="779"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      
      <category
          domain="https://addepar.com/blog/rss/product"
          >Product</category>
      
      <category
          domain="https://addepar.com/blog/rss/industry"
          >Industry</category>
      

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    <item>
      <title><![CDATA[Powerful updates to enhance client experiences and drive smarter portfolio management]]></title>
      <link>https://addepar.com/blog/inside-addepar-q4-2024</link>
      <guid>https://addepar.com/blog/inside-addepar-q4-2024</guid>
      <pubDate>Fri, 17 Jan 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Inside Addepar is a quarterly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/insideaddepar_q4.png"
          width="600"
          height="400"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      

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    <item>
      <title><![CDATA[Five ways Addepar can simplify your clients' tax prep]]></title>
      <link>https://addepar.com/blog/five-ways-to-simplify-tax-prep</link>
      <guid>https://addepar.com/blog/five-ways-to-simplify-tax-prep</guid>
      <pubDate>Wed, 15 Jan 2025 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Optimize your clients’ tax strategies with Addepar. From detailed tax reporting to customizable closing methods, discover five ways Addepar simplifies tax preparation this season and beyond.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/new-years-tax.png"
          width="800"
          height="519"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      
      <category
          domain="https://addepar.com/blog/rss/community"
          >Community</category>
      

    </item>
    
    <item>
      <title><![CDATA[Advisor Q&A: Delivering superior client experiences with better tech]]></title>
      <link>https://addepar.com/blog/advisor-q-and-a-technology-elevating-client-engagement</link>
      <guid>https://addepar.com/blog/advisor-q-and-a-technology-elevating-client-engagement</guid>
      <pubDate>Mon, 16 Dec 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Behind every successful client is a committed advisor seeking to provide the best available service.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/advisor-qa-2.png"
          width="1200"
          height="779"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/community"
          >Community</category>
      

    </item>
    
    <item>
      <title><![CDATA[Adapting for growth: How RIAs build a resilient team and culture]]></title>
      <link>https://addepar.com/blog/adapting-for-growth</link>
      <guid>https://addepar.com/blog/adapting-for-growth</guid>
      <pubDate>Mon, 09 Dec 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Executives from top RIAs and MFOs stressed that investing in the right talent is key to sustainable growth and resilience in wealth management, where success depends on relationships and trust.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/adapting-for-growth.jpeg"
          width="1000"
          height="667"
          type="image/jpeg"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/community"
          >Community</category>
      
      <category
          domain="https://addepar.com/blog/rss/industry"
          >Industry</category>
      

    </item>
    
    <item>
      <title><![CDATA[Advisor Q&A: Paving the way for talent with top-tier tech]]></title>
      <link>https://addepar.com/blog/advisor-q-and-a-attracting-and-retaining-top-talent</link>
      <guid>https://addepar.com/blog/advisor-q-and-a-attracting-and-retaining-top-talent</guid>
      <pubDate>Mon, 09 Dec 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Attracting and retaining top talent remains a pressing challenge for the modern RIA. Those that choose to leverage technology to their advantage may find themselves attracting and retaining stronger advisors.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/advisor-qa-3.png"
          width="1200"
          height="779"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/community"
          >Community</category>
      

    </item>
    
    <item>
      <title><![CDATA[Inside the M&A boom: how RIAs are navigating costs and cultural fit]]></title>
      <link>https://addepar.com/blog/how-rias-are-navigating-costs-and-cultural-fit</link>
      <guid>https://addepar.com/blog/how-rias-are-navigating-costs-and-cultural-fit</guid>
      <pubDate>Tue, 03 Dec 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Leading RIA and MFO firms joined us at the Addepar Summit recently for a behind-the-scenes look at mergers and acquisitions in the wealth management space. Here are the key takeaways.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/summit-ma.jpeg"
          width="1200"
          height="735"
          type="image/jpeg"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/community"
          >Community</category>
      
      <category
          domain="https://addepar.com/blog/rss/industry"
          >Industry</category>
      

    </item>
    
    <item>
      <title><![CDATA[Advisor Q&A: Exceeding expectations with best-in-class tech]]></title>
      <link>https://addepar.com/blog/enabling-advisor-capacity</link>
      <guid>https://addepar.com/blog/enabling-advisor-capacity</guid>
      <pubDate>Mon, 02 Dec 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[As the RIA landscape evolves, so do client expectations. With best-in-class technology, advisors are better equipped to meet these changing demands while continuing to deliver a quality service.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/advisor-qa-1.png"
          width="1200"
          height="779"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/community"
          >Community</category>
      

    </item>
    
    <item>
      <title><![CDATA[Meet Addepar: Travis Larsen champions clients with automation and integration]]></title>
      <link>https://addepar.com/blog/meet-addepar-travis-larsen</link>
      <guid>https://addepar.com/blog/meet-addepar-travis-larsen</guid>
      <pubDate>Mon, 02 Dec 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Travis Larsen, Director of the Technical Solutions Architect team at Addepar.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blog-header-image.png"
          width="1200"
          height="779"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/community"
          >Community</category>
      
      <category
          domain="https://addepar.com/blog/rss/addepeeps"
          >Addepeeps</category>
      

    </item>
    
    <item>
      <title><![CDATA[Exploring AI and innovation at the Addepar Summit]]></title>
      <link>https://addepar.com/blog/exploring-ai-and-innovation-at-the-addepar-summit</link>
      <guid>https://addepar.com/blog/exploring-ai-and-innovation-at-the-addepar-summit</guid>
      <pubDate>Fri, 08 Nov 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Artificial intelligence has quickly become one of the most transformative forces in financial services and wealth advisory. At the recent Addepar Summit, we led an interactive panel discussion on the rapidly evolving landscape of AI.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/summit-ai.2.jpg"
          width="1000"
          height="562"
          type="image/jpeg"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/community"
          >Community</category>
      
      <category
          domain="https://addepar.com/blog/rss/industry"
          >Industry</category>
      

    </item>
    
    <item>
      <title><![CDATA[M&A, talent and AI insights from the first Addepar Summit]]></title>
      <link>https://addepar.com/blog/insights-from-the-first-addepar-summit</link>
      <guid>https://addepar.com/blog/insights-from-the-first-addepar-summit</guid>
      <pubDate>Thu, 07 Nov 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[RIAs and MFOs recently joined us at the Addepar Summit. Our conversation turned to some of the hottest topics in wealth management including mergers and acquisitions, talent acquisition and retention, and using AI.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/summit-recap.jpg"
          width="1238"
          height="693"
          type="image/jpeg"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/community"
          >Community</category>
      
      <category
          domain="https://addepar.com/blog/rss/industry"
          >Industry</category>
      

    </item>
    
    <item>
      <title><![CDATA[Innovative solutions to streamline advisor workflows and deliver deeper insights]]></title>
      <link>https://addepar.com/blog/inside-addepar-q3-2024</link>
      <guid>https://addepar.com/blog/inside-addepar-q3-2024</guid>
      <pubDate>Thu, 31 Oct 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Inside Addepar is a quarterly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/inside-addepar-q3-2024.png"
          width="600"
          height="400"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/"
          ></category>
      

    </item>
    
    <item>
      <title><![CDATA[How state-of-the-art automation is modernizing the family office]]></title>
      <link>https://addepar.com/blog/how-automation-is-modernizing-the-family-office</link>
      <guid>https://addepar.com/blog/how-automation-is-modernizing-the-family-office</guid>
      <pubDate>Mon, 14 Oct 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Learn how this family office chose technology to dramatically improve the quality, flexibility and timeliness of their reporting across their portfolios.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blog-huizenga-cover.png"
          width="1200"
          height="779"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/family-office"
          >Family Office</category>
      

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    <item>
      <title><![CDATA[View Capital Advisors harnesses Addepar Dashboards to enable advisor capacity and power firmwide success]]></title>
      <link>https://addepar.com/blog/client-spotlight-view-capital</link>
      <guid>https://addepar.com/blog/client-spotlight-view-capital</guid>
      <pubDate>Tue, 24 Sep 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[We recently sat down with View Capital Advisors to learn more about how the firm leverages Addepar Dashboards to enable advisor capacity and align on objectives.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/view-capital.png"
          width="1200"
          height="779"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/community"
          >Community</category>
      
      <category
          domain="https://addepar.com/blog/rss/product"
          >Product</category>
      

    </item>
    
    <item>
      <title><![CDATA[Modernizing Addepar: How we’re taking a client-first approach to redesigning our platform]]></title>
      <link>https://addepar.com/blog/modernizing-addepar</link>
      <guid>https://addepar.com/blog/modernizing-addepar</guid>
      <pubDate>Tue, 24 Sep 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Over the past five years, we've rapidly expanded our product suite with new features and functionality, prioritizing client feedback to improve the Addepar experience.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/engineering-capital.jpg"
          width="1200"
          height="779"
          type="image/jpeg"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/rd"
          >R&amp;D</category>
      

    </item>
    
    <item>
      <title><![CDATA[Ultra Financial Partners found their perfect tech partner in Addepar]]></title>
      <link>https://addepar.com/blog/client-spotlight-ultra-financial</link>
      <guid>https://addepar.com/blog/client-spotlight-ultra-financial</guid>
      <pubDate>Tue, 17 Sep 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Overall, the enhanced capabilities Addepar can offer have strengthened our client relationships by providing them with clearer insights and a deeper understanding of their investments.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/ultra-financial-partners.png"
          width="1200"
          height="779"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/community"
          >Community</category>
      

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    <item>
      <title><![CDATA[Croak Capital chooses Addepar to enhance client service and operational efficiency]]></title>
      <link>https://addepar.com/blog/croak-capital-chooses-addepar-to-enhance-client-service-and-operational-efficiency</link>
      <guid>https://addepar.com/blog/croak-capital-chooses-addepar-to-enhance-client-service-and-operational-efficiency</guid>
      <pubDate>Tue, 17 Sep 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Cutting-edge solutions such as the Addepar platform help us differentiate Croak Capital in the marketplace and deliver superior value while allowing our staff and advisor team to focus on their clients.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/croak-capital.png"
          width="1200"
          height="779"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/community"
          >Community</category>
      

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    <item>
      <title><![CDATA[Naming our AI assistant, Addison]]></title>
      <link>https://addepar.com/blog/naming-our-ai-assistant-addison</link>
      <guid>https://addepar.com/blog/naming-our-ai-assistant-addison</guid>
      <pubDate>Tue, 20 Aug 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Names have far-reaching implications.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/engineering-capital.jpg"
          width="1200"
          height="779"
          type="image/jpeg"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/rd"
          >R&amp;D</category>
      

    </item>
    
    <item>
      <title><![CDATA[The Art of Technical Translation]]></title>
      <link>https://addepar.com/blog/the-art-of-technical-translation</link>
      <guid>https://addepar.com/blog/the-art-of-technical-translation</guid>
      <pubDate>Thu, 08 Aug 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[No matter what your career path is, it is likely you have served as a technical translator at some point. It’s also possible that you didn’t even realize you were doing it.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/engineering-capital.jpg"
          width="1200"
          height="779"
          type="image/jpeg"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/rd"
          >R&amp;D</category>
      

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    <item>
      <title><![CDATA[Driving excellence with new insights and advanced reporting]]></title>
      <link>https://addepar.com/blog/inside-addepar-q2-2024</link>
      <guid>https://addepar.com/blog/inside-addepar-q2-2024</guid>
      <pubDate>Wed, 24 Jul 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Inside Addepar is a quarterly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/insideaddepar-q2.png"
          width="600"
          height="400"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/"
          ></category>
      

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    <item>
      <title><![CDATA[That’s a wrap on AddeConf24 - Build, Grow, Scale]]></title>
      <link>https://addepar.com/blog/thats-a-wrap-on-addeconf24</link>
      <guid>https://addepar.com/blog/thats-a-wrap-on-addeconf24</guid>
      <pubDate>Thu, 06 Jun 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[It was my pleasure to co-host AddeConf24, Addepar’s second annual innovation and technology conference.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/engineering-capital.jpg"
          width="1200"
          height="779"
          type="image/jpeg"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/rd"
          >R&amp;D</category>
      

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    <item>
      <title><![CDATA[Addepar's Data Transformation Journey: Becoming a Data-Centric Company]]></title>
      <link>https://addepar.com/blog/addepar-s-data-transformation-journey-becoming-a-data-centric-company</link>
      <guid>https://addepar.com/blog/addepar-s-data-transformation-journey-becoming-a-data-centric-company</guid>
      <pubDate>Tue, 04 Jun 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Over the years, Addepar has undergone a significant transformation that has resulted in us becoming a data-centric company, leveraging insights from 1,000+ clients’ data to improve our existing products and to accelerate the creation of new offerings for our customers.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/engineering-capital.jpg"
          width="1200"
          height="779"
          type="image/jpeg"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/rd"
          >R&amp;D</category>
      

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    <item>
      <title><![CDATA[Introducing RedFlag: Using AI to Scale Addepar's Offensive Security Team]]></title>
      <link>https://addepar.com/blog/introducing-redflag-using-ai-to-scale-addepar-s-offensive-security-team</link>
      <guid>https://addepar.com/blog/introducing-redflag-using-ai-to-scale-addepar-s-offensive-security-team</guid>
      <pubDate>Tue, 04 Jun 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[At Addepar, we are committed to incorporating security as early as possible in our Secure Software Development Lifecycle (SSDLC).]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/engineering-capital.jpg"
          width="1200"
          height="779"
          type="image/jpeg"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/rd"
          >R&amp;D</category>
      

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    <item>
      <title><![CDATA[R&D Builds “Addepar Research”]]></title>
      <link>https://addepar.com/blog/r-d-builds-addepar-research</link>
      <guid>https://addepar.com/blog/r-d-builds-addepar-research</guid>
      <pubDate>Tue, 04 Jun 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[In 2022, Addepar embarked on a multi-year journey to gain a deep understanding of the investment landscape in the wealth and asset management industry and to unlock unique insights for investment decision making.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/engineering-capital.jpg"
          width="1200"
          height="779"
          type="image/jpeg"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/rd"
          >R&amp;D</category>
      

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    <item>
      <title><![CDATA[Standing Taller on a Platform]]></title>
      <link>https://addepar.com/blog/standing-taller-on-a-platform</link>
      <guid>https://addepar.com/blog/standing-taller-on-a-platform</guid>
      <pubDate>Tue, 04 Jun 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[In the last several years, the concept of "platform engineering" has gained considerable traction in enterprise software engineering.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/engineering-capital.jpg"
          width="1200"
          height="779"
          type="image/jpeg"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/rd"
          >R&amp;D</category>
      

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    <item>
      <title><![CDATA[Structuring Effective Engineering Teams: A Must-Read for Tech Leaders]]></title>
      <link>https://addepar.com/blog/structuring-effective-engineering-teams-a-must-read-for-tech-leaders</link>
      <guid>https://addepar.com/blog/structuring-effective-engineering-teams-a-must-read-for-tech-leaders</guid>
      <pubDate>Tue, 04 Jun 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[The word “reorg,” short for reorganization, has become a periodic source of frustration for most people working in a business environment of any non-trivial size.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/engineering-capital.jpg"
          width="1200"
          height="779"
          type="image/jpeg"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/rd"
          >R&amp;D</category>
      

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    <item>
      <title><![CDATA[The Financial Graph]]></title>
      <link>https://addepar.com/blog/the-financial-graph</link>
      <guid>https://addepar.com/blog/the-financial-graph</guid>
      <pubDate>Tue, 04 Jun 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Addepar’s platform consumes not only financial instruments and holdings, but the accounts that custody those holdings, the asset owners themselves, and any legal entities that exist in the real world.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/engineering-capital.jpg"
          width="1200"
          height="779"
          type="image/jpeg"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/rd"
          >R&amp;D</category>
      

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    <item>
      <title><![CDATA[Transparent Portfolio Query Performance]]></title>
      <link>https://addepar.com/blog/transparent-portfolio-query-performance</link>
      <guid>https://addepar.com/blog/transparent-portfolio-query-performance</guid>
      <pubDate>Tue, 04 Jun 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Views and reports offer an incredibly flexible way to filter, group by and analyze your portfolio data.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/engineering-capital.jpg"
          width="1200"
          height="779"
          type="image/jpeg"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/rd"
          >R&amp;D</category>
      

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    <item>
      <title><![CDATA[Leveraging automation and innovation to improve outcomes]]></title>
      <link>https://addepar.com/blog/inside-addepar-q1-2024</link>
      <guid>https://addepar.com/blog/inside-addepar-q1-2024</guid>
      <pubDate>Mon, 08 Apr 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Inside Addepar is a quarterly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/insideaddepar-q1.png"
          width="600"
          height="400"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      

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    <item>
      <title><![CDATA[Integration and innovation: How Baker Tilly leverages Addepar to power optimal Family Office outcomes]]></title>
      <link>https://addepar.com/blog/client-spotlight-baker-tilly</link>
      <guid>https://addepar.com/blog/client-spotlight-baker-tilly</guid>
      <pubDate>Tue, 20 Feb 2024 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/clientspotlightblog-bakertilly.png"
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          height="779"
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      <category
          domain="https://addepar.com/blog/rss/"
          ></category>
      

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    <item>
      <title><![CDATA[Year-end product updates and company milestones]]></title>
      <link>https://addepar.com/blog/inside-addepar-december-2023</link>
      <guid>https://addepar.com/blog/inside-addepar-december-2023</guid>
      <pubDate>Fri, 29 Dec 2023 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/december.png"
          width="600"
          height="400"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      

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    <item>
      <title><![CDATA[Addepar Firms Saving Time, Reinvesting in Client Relationships with the Flexibility and Automation of the Addepar Platform]]></title>
      <link>https://addepar.com/blog/addepar-firms-saving-time-reinvesting-in-client-relationships-with-the-flexibility-and-automation-of-the-addepar-platform</link>
      <guid>https://addepar.com/blog/addepar-firms-saving-time-reinvesting-in-client-relationships-with-the-flexibility-and-automation-of-the-addepar-platform</guid>
      <pubDate>Thu, 30 Nov 2023 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[We asked our global client base how Addepar’s tech and data platform is helping wealth managers better achieve their goals.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blog_ria250_thumbnail.png"
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          height="779"
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          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/"
          ></category>
      

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    <item>
      <title><![CDATA[New functionality and attributes to fuel growth and scale in 2024]]></title>
      <link>https://addepar.com/blog/inside-addepar-november-2023</link>
      <guid>https://addepar.com/blog/inside-addepar-november-2023</guid>
      <pubDate>Wed, 29 Nov 2023 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/november-2023.png"
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          height="400"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      

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    <item>
      <title><![CDATA[Platform innovation continues: Unlocking greater efficiencies and expanded data capabilities]]></title>
      <link>https://addepar.com/blog/inside-addepar-october-2023</link>
      <guid>https://addepar.com/blog/inside-addepar-october-2023</guid>
      <pubDate>Tue, 31 Oct 2023 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/october.png"
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          height="400"
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      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      

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    <item>
      <title><![CDATA[Meet the team: Delisha Grant VP, General Counsel]]></title>
      <link>https://addepar.com/blog/meet-the-team-delisha-grant-vp-general-counsel</link>
      <guid>https://addepar.com/blog/meet-the-team-delisha-grant-vp-general-counsel</guid>
      <pubDate>Tue, 31 Oct 2023 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[We recently sat down with Delisha Grant, Addepar’s  VP–General Counsel to hear about her career journey, what accomplishments she’s most proud of and the best advice she’s received.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/delisha-blog-image.jpg"
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      <category
          domain="https://addepar.com/blog/rss/community"
          >Community</category>
      

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    <item>
      <title><![CDATA[Addepar welcomes Abhimanyu Prabhavalkar, Head of Addepar India]]></title>
      <link>https://addepar.com/blog/addepar-welcomes-abhimanyu-prabhavalkar-head-of-addepar-india</link>
      <guid>https://addepar.com/blog/addepar-welcomes-abhimanyu-prabhavalkar-head-of-addepar-india</guid>
      <pubDate>Tue, 10 Oct 2023 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[We recently sat down with Abhimanyu “Abhi” Prabhavalkar, our new Head of Addepar India to learn more about his background, career journey and his plans for Addepar India.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/welcomeblog-abhi-mb-1023-v1.png"
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      <category
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    <item>
      <title><![CDATA[Expanding product capabilities for client success]]></title>
      <link>https://addepar.com/blog/inside-addepar-september-2023</link>
      <guid>https://addepar.com/blog/inside-addepar-september-2023</guid>
      <pubDate>Fri, 29 Sep 2023 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/september.png"
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          height="400"
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      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      

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    <item>
      <title><![CDATA[Delivering for Clients]]></title>
      <link>https://addepar.com/blog/inside-addepar-august-2023</link>
      <guid>https://addepar.com/blog/inside-addepar-august-2023</guid>
      <pubDate>Fri, 25 Aug 2023 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/august.png"
          width="600"
          height="400"
          type="image/png"
          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      

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    <item>
      <title><![CDATA[Helping clients envision their future]]></title>
      <link>https://addepar.com/blog/helping-clients-envision-their-future</link>
      <guid>https://addepar.com/blog/helping-clients-envision-their-future</guid>
      <pubDate>Tue, 08 Aug 2023 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[A conversation with Three Bridge Wealth Advisors and Navigator’s Rajiv Sharma]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/three-bridges.png"
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          height="700"
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      <category
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    <item>
      <title><![CDATA[New insights as market shifts show signs of life]]></title>
      <link>https://addepar.com/blog/inside-addepar-july-2023</link>
      <guid>https://addepar.com/blog/inside-addepar-july-2023</guid>
      <pubDate>Tue, 25 Jul 2023 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/inside-addepar-july2023-1690296599.png"
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      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      

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    <item>
      <title><![CDATA[AddeConf23: Where developers and visionaries join forces]]></title>
      <link>https://addepar.com/blog/addeconf23-where-developers-and-visionaries-join-forces</link>
      <guid>https://addepar.com/blog/addeconf23-where-developers-and-visionaries-join-forces</guid>
      <pubDate>Tue, 11 Jul 2023 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[AddeConf 2023 welcomes members of our technology community to join us for a deep dive into the products in development at Addepar.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/addepar-addeconf23-audience.jpg"
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    <item>
      <title><![CDATA[Learnings from R&D, partners and the community to uplevel your tech stack]]></title>
      <link>https://addepar.com/blog/inside-addepar-june-2023</link>
      <guid>https://addepar.com/blog/inside-addepar-june-2023</guid>
      <pubDate>Wed, 28 Jun 2023 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/June.png"
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          height="400"
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          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      

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    <item>
      <title><![CDATA[Personalizing the client experience: key tools and insights]]></title>
      <link>https://addepar.com/blog/inside-addepar-may-2023</link>
      <guid>https://addepar.com/blog/inside-addepar-may-2023</guid>
      <pubDate>Thu, 18 May 2023 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/may.png"
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          height="400"
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      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      

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      <title><![CDATA[Addepar Research: Empowering investment decisions that can improve performance]]></title>
      <link>https://addepar.com/blog/addepar-research-empowering-investment-decisions-that-can-improve-performance</link>
      <guid>https://addepar.com/blog/addepar-research-empowering-investment-decisions-that-can-improve-performance</guid>
      <pubDate>Tue, 16 May 2023 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Addepar Research takes a fresh look at the topics impacting investment decisions and performance — from timely updates on market and portfolio trends to investment best practices.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/introducing-research.jpg"
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      <category
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    <item>
      <title><![CDATA[Callan built a family office to better serve their clients’ complex financial needs]]></title>
      <link>https://addepar.com/blog/client-spotlight-callan-family-office</link>
      <guid>https://addepar.com/blog/client-spotlight-callan-family-office</guid>
      <pubDate>Thu, 04 May 2023 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Callan Family Office was founded by banking and wealth management professionals with significant experience and valuable perspectives around the fact that wealth is both complex and personal.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/clientspotlightblog-callan-05.23.png"
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          height="1558"
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      <category
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    <item>
      <title><![CDATA[Monitoring market conditions to provide better client solutions]]></title>
      <link>https://addepar.com/blog/inside-addepar-april-2023</link>
      <guid>https://addepar.com/blog/inside-addepar-april-2023</guid>
      <pubDate>Fri, 21 Apr 2023 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/April.png"
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          height="400"
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          medium="image" />
      

      
      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      

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      <title><![CDATA[Connecting with the Addepar Community: Shannon Nanry of Align Impact]]></title>
      <link>https://addepar.com/blog/connecting-with-the-addepar-community-shannon-nanry-of-align-impact</link>
      <guid>https://addepar.com/blog/connecting-with-the-addepar-community-shannon-nanry-of-align-impact</guid>
      <pubDate>Tue, 28 Mar 2023 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Align Impact is a woman-owned and majority-staffed firm based in Santa Monica, California. With $2.3 billion in assets under advisement, Align specializes in impact investing strategies for high-net-worth individuals, foundations, institutions and advisors.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/Shannon-Blog-Image.png"
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      <title><![CDATA[Managing market turbulence with Addepar products and services]]></title>
      <link>https://addepar.com/blog/inside-addepar-march-2023</link>
      <guid>https://addepar.com/blog/inside-addepar-march-2023</guid>
      <pubDate>Tue, 28 Mar 2023 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/March.png"
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          height="400"
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      <category
          domain="https://addepar.com/blog/rss/platform"
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      <title><![CDATA[Charting a path to future outcomes for portfolios exposed to commitment-based funds]]></title>
      <link>https://addepar.com/blog/charting-a-path-to-future-outcomes</link>
      <guid>https://addepar.com/blog/charting-a-path-to-future-outcomes</guid>
      <pubDate>Thu, 23 Mar 2023 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Attinger relies on Addepar’s portfolio projection tool, Navigator, to improve asset allocation decisions]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/Addepar_Navigator_BlogImage_1200w.png"
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          height="779"
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      <title><![CDATA[Addepar expands to India with new office in Pune]]></title>
      <link>https://addepar.com/blog/addepar-expands-to-india-with-new-office-in-pune</link>
      <guid>https://addepar.com/blog/addepar-expands-to-india-with-new-office-in-pune</guid>
      <pubDate>Mon, 06 Mar 2023 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Addepar’s global growth continues with our newest office in Pune, India.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/Blog-image.png"
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          height="2160"
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      <title><![CDATA[Test-drive innovation without business disruption using Sandbox]]></title>
      <link>https://addepar.com/blog/test-drive-innovation-without-business-disruption-using-sandbox</link>
      <guid>https://addepar.com/blog/test-drive-innovation-without-business-disruption-using-sandbox</guid>
      <pubDate>Tue, 28 Feb 2023 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Lead Product Manager Steven Lamb discusses the process of bringing Addepar’s newest offering, Sandbox, to market and why he thinks it will transform Addepar user experience.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blog-header-image-final.png"
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    <item>
      <title><![CDATA[New tools, data and access to insights as market shifts continue to surprise]]></title>
      <link>https://addepar.com/blog/inside-addepar-february-2023</link>
      <guid>https://addepar.com/blog/inside-addepar-february-2023</guid>
      <pubDate>Thu, 16 Feb 2023 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Inside Addepar is a monthly round-up of Addepar platform updates, research insights and client, partner and company news.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/inside-addepar.png"
          width="600"
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      <category
          domain="https://addepar.com/blog/rss/platform"
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      <title><![CDATA[Inside Addepar: December 2022]]></title>
      <link>https://addepar.com/blog/inside-addepar-december-2022</link>
      <guid>https://addepar.com/blog/inside-addepar-december-2022</guid>
      <pubDate>Fri, 16 Dec 2022 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/december-2022.png"
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      <category
          domain="https://addepar.com/blog/rss/platform"
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      <title><![CDATA[Addepar HackWeek 2022 - Simplify]]></title>
      <link>https://addepar.com/blog/addepar-hackweek-2022-simplify</link>
      <guid>https://addepar.com/blog/addepar-hackweek-2022-simplify</guid>
      <pubDate>Tue, 13 Dec 2022 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[We recently held our Fall 2022 edition of Addepar HackWeek when every employee is encouraged to help transform how we and our clients do business through new ideas and solutions.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/Addepar-HackWeek-2022.jpg"
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      <category
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      <title><![CDATA[UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting for Ultra High Net Worth Clients]]></title>
      <link>https://addepar.com/blog/ubs-partners-with-addepar</link>
      <guid>https://addepar.com/blog/ubs-partners-with-addepar</guid>
      <pubDate>Wed, 16 Nov 2022 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting for Ultra High Net Worth Clients]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/addepar-1642605908.jpg"
          width="496"
          height="392"
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      <title><![CDATA[Inside Addepar: November 2022]]></title>
      <link>https://addepar.com/blog/inside-addepar-november-2022</link>
      <guid>https://addepar.com/blog/inside-addepar-november-2022</guid>
      <pubDate>Mon, 14 Nov 2022 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/november-2022.png"
          width="600"
          height="400"
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      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      

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      <title><![CDATA[London office expands Addepar’s European footprint]]></title>
      <link>https://addepar.com/blog/london-office-expands-addepar-s-european-footprint</link>
      <guid>https://addepar.com/blog/london-office-expands-addepar-s-european-footprint</guid>
      <pubDate>Mon, 07 Nov 2022 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[After expansive growth in client base and product offerings, Addepar is delighted to announce the continued expansion in Europe.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/Blog_Image_London-copy.webp"
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      <title><![CDATA[Inside Addepar: October 2022]]></title>
      <link>https://addepar.com/blog/inside-addepar-october-2022</link>
      <guid>https://addepar.com/blog/inside-addepar-october-2022</guid>
      <pubDate>Thu, 13 Oct 2022 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Inside Addepar is a monthly round-up of the latest company news, product and community updates, and insights from the Addepar platform to help you better navigate the markets and serve your clients.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/october-2022.png"
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      <category
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    <item>
      <title><![CDATA[Meet Addepar Board Member: Juan Sabater, Valor Equity Partners Co-President and Partner]]></title>
      <link>https://addepar.com/blog/meet-addepar-board-member-juan-sabater</link>
      <guid>https://addepar.com/blog/meet-addepar-board-member-juan-sabater</guid>
      <pubDate>Tue, 13 Sep 2022 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Juan Sabater has more than 25 years of private equity investing and investment banking experience. He’s currently co-president and partner at Valor Equity Partners, where he focuses on investor relations, investment prospect generation, due diligence of potential investments, and investment structuring and execution. Valor has been a part of Addepar’s journey since 2014.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/ClientSpotlight_Blog_Assets_Marketing_KH_0922_V2_ClientSpotlight_BlogPreview.png"
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      <title><![CDATA[Connecting with the Addepar Community: Nicole Sager of FitzRoy Investment Advisors]]></title>
      <link>https://addepar.com/blog/community-nicole-sager</link>
      <guid>https://addepar.com/blog/community-nicole-sager</guid>
      <pubDate>Wed, 24 Aug 2022 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[FitzRoy Investment Advisors is a multi-family office based in Miami, Florida. We are an independent firm that provides investment advice to high-net-worth families and individuals.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/ClientSpotlight_BlogHeader.jpg"
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      <category
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      <title><![CDATA[Meet Five Of Addepar’s 2022 Summer Interns]]></title>
      <link>https://addepar.com/blog/meet-five-addepar-2022-summer-interns</link>
      <guid>https://addepar.com/blog/meet-five-addepar-2022-summer-interns</guid>
      <pubDate>Wed, 10 Aug 2022 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Addepar’s AddeU Internship Program’s goal is to create a community that attracts new and diverse talent at the university level to contribute to meaningful projects at Addepar.]]>
      </description>

      
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      <title><![CDATA[Have Confidence in Your Ability to Execute an Advisor’s Fiduciary Duties]]></title>
      <link>https://addepar.com/blog/confidence-executing</link>
      <guid>https://addepar.com/blog/confidence-executing</guid>
      <pubDate>Thu, 04 Aug 2022 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Two trends shaping the advisory industry now are the move from a product-driven to advice-driven model, and clients’ need for increasingly complex and sophisticated investment options.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/IntegrationCenter_Blog_Assets_Marketing_KH_0722_Blog-1659535453.webp"
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      <title><![CDATA[Connecting with the Addepar Community: Tom Nicholson of Attinger]]></title>
      <link>https://addepar.com/blog/addepar-community-tom-nicholson</link>
      <guid>https://addepar.com/blog/addepar-community-tom-nicholson</guid>
      <pubDate>Wed, 22 Jun 2022 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Attinger is a multi-family office managing $600 million. The firm offers private investment funds, which aim to drive industry-leading performance over a long-term investment horizon.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/addepar-spotlight-tom.webp"
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      <category
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      <title><![CDATA[Financial Advisor Tools that Give You More Time with Clients]]></title>
      <link>https://addepar.com/blog/financial-advisor-tools</link>
      <guid>https://addepar.com/blog/financial-advisor-tools</guid>
      <pubDate>Wed, 18 May 2022 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[High-level software and financial advisor tools aren’t reserved solely for the financial planner. Wealth managers and advisors also find value using these planning tools when developing an investment strategy to help clients reach their financial goals.]]>
      </description>

      
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      <category
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    <item>
      <title><![CDATA[Meet Addepar Board Member: Jaime Hildreth, WestCap Partner]]></title>
      <link>https://addepar.com/blog/addepar-board-member-jaime-hildreth</link>
      <guid>https://addepar.com/blog/addepar-board-member-jaime-hildreth</guid>
      <pubDate>Mon, 16 May 2022 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[WestCap made an early investment in Addepar through its Strategic Operator Fund and as a partner at the firm, Jaime Hildreth has had a front-row seat to witness Addepar’s explosive growth in recent years.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/Addepar_Social_QuotePost_JHildreth_0422_KH_V1_BlogBanner.webp"
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      <category
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      <title><![CDATA[Innovate with RIA Fintech]]></title>
      <link>https://addepar.com/blog/innovate-with-ria-fintech</link>
      <guid>https://addepar.com/blog/innovate-with-ria-fintech</guid>
      <pubDate>Fri, 06 May 2022 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Financial technology, or fintech, aims to improve or automate valuable financial services.]]>
      </description>

      
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      <category
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          >Platform</category>
      

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    <item>
      <title><![CDATA[Simplifying the Tech Stack Build with the Addepar Integration Center]]></title>
      <link>https://addepar.com/blog/simplifying-the-tech-stack-with-addepar-integration-center</link>
      <guid>https://addepar.com/blog/simplifying-the-tech-stack-with-addepar-integration-center</guid>
      <pubDate>Wed, 04 May 2022 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[A well-balanced operational stack of technology, data and best-in-class services can streamline every aspect of your business–but the process of designing that stack has its challenges.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/integration-center-featured-image.webp"
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      <category
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          >Platform</category>
      

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      <title><![CDATA[RIA Technology]]></title>
      <link>https://addepar.com/blog/ria-technology</link>
      <guid>https://addepar.com/blog/ria-technology</guid>
      <pubDate>Thu, 21 Apr 2022 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Financial advisors rely on RIA technology to regularly handle day-to-day investment management, but beyond its practical uses, software is also paramount for delivering optimal client services and driving portfolio success.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/ria-tech-featured.webp"
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      <category
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      <title><![CDATA[Women’s History Month: Celebrating Women’s Achievements in Wealth Management (part 2)]]></title>
      <link>https://addepar.com/blog/celebrating-womens-achievements-in-wealth-management</link>
      <guid>https://addepar.com/blog/celebrating-womens-achievements-in-wealth-management</guid>
      <pubDate>Thu, 31 Mar 2022 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[In our second annual Women’s History Month blog post, we again have the privilege to highlight some of the top women in wealth management.]]>
      </description>

      
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      <category
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      <title><![CDATA[RBC Wealth Management-U.S. and Addepar Collaboration Provides Best-in-Class Data Capabilities for Financial Advisors]]></title>
      <link>https://addepar.com/blog/rbc-wealth-management-chooses-addepar</link>
      <guid>https://addepar.com/blog/rbc-wealth-management-chooses-addepar</guid>
      <pubDate>Mon, 21 Mar 2022 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[RBC Wealth Management-U.S. has a network of more than 2,100 financial advisors in 180+ offices managing $542 billion in client assets. Their vision is to provide best-in-class technology experiences for financial advisors through integration with Addepar’s platform.]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/6c081054-8ad7-402b-b0c9-96e5837ee8bb.png"
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      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      
      <category
          domain="https://addepar.com/blog/rss/investor-experience"
          >Investor Experience</category>
      
      <category
          domain="https://addepar.com/blog/rss/industry"
          >Industry</category>
      

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      <title><![CDATA[Meet the Team: Tamar Weseley, Senior Software Engineering Manager]]></title>
      <link>https://addepar.com/blog/meet-the-team-tamar-weseley</link>
      <guid>https://addepar.com/blog/meet-the-team-tamar-weseley</guid>
      <pubDate>Wed, 09 Mar 2022 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Senior software engineering manager Tamar Weseley joined Addepar more than four years ago after graduating from the Massachusetts Institute of Technology.]]>
      </description>

      
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      <category
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      <title><![CDATA[Addepar Joins The Open Cap Table Coalition]]></title>
      <link>https://addepar.com/blog/addepar-joins-the-open-cap-table</link>
      <guid>https://addepar.com/blog/addepar-joins-the-open-cap-table</guid>
      <pubDate>Mon, 28 Feb 2022 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Addepar is happy to announce that we’ve joined the Open Cap Table Coalition, a cross-industry group that is collaborating to improve the interoperability, transparency and portability of company capitalization data.]]>
      </description>

      
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      <category
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      <title><![CDATA[Celebrating Parents at Addepar]]></title>
      <link>https://addepar.com/blog/parents-at-addepar</link>
      <guid>https://addepar.com/blog/parents-at-addepar</guid>
      <pubDate>Wed, 01 Dec 2021 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Through AddeParents, we have built a community to share our experiences working in a fast-paced, startup environment in the fintech space, while also balancing time with our families...]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/stripy-43.png"
          width="1737"
          height="912"
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      <category
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      <title><![CDATA[Client-Powered Innovation: 3 Key Takeaways from Our 2021 Client Advisory Annual Event]]></title>
      <link>https://addepar.com/blog/2021-client-advisory-event</link>
      <guid>https://addepar.com/blog/2021-client-advisory-event</guid>
      <pubDate>Mon, 29 Nov 2021 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[We recently held our annual Addepar Client Advisory Board meeting to discuss exciting platform updates and opportunities for continued financial services industry advancement...]]>
      </description>

      
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      <title><![CDATA[Meet the Team: Jijoe Vurghese, Senior Director of Software Platform and Infrastructure]]></title>
      <link>https://addepar.com/blog/meet-the-team-jijoe-vurghese</link>
      <guid>https://addepar.com/blog/meet-the-team-jijoe-vurghese</guid>
      <pubDate>Tue, 09 Nov 2021 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Highly accomplished software product development leader Jijoe Vurghese joined Addepar with the mission to optimize engineers’ workflows and streamline processes to support the company’s accelerated growth...]]>
      </description>

      
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      <title><![CDATA[Addepar acquires AdvisorPeak]]></title>
      <link>https://addepar.com/blog/addepar-acquires-advisorpeak</link>
      <guid>https://addepar.com/blog/addepar-acquires-advisorpeak</guid>
      <pubDate>Fri, 22 Oct 2021 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[We’re excited to announce the acquisition of AdvisorPeak, a leader in providing agile rebalancing, trading and order management capabilities...]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/polar-financial-analytics-1634915433.png"
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      <title><![CDATA[Meet the Team: Melissa Gundling, Private Placements Associate]]></title>
      <link>https://addepar.com/blog/meet-the-team-melissa-gundling</link>
      <guid>https://addepar.com/blog/meet-the-team-melissa-gundling</guid>
      <pubDate>Tue, 19 Oct 2021 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Melissa Gundling came to Addepar four years ago, bringing her unique professional background in performing arts and the non-profit sector as well as experience in legal marketing to grow a career in finance...]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/marginalia-working.png"
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      <title><![CDATA[Meet the Team: Sairam Suresh,  Director of Engineering, Partnerships & Integrations]]></title>
      <link>https://addepar.com/blog/meet-the-team-sairam-suresh</link>
      <guid>https://addepar.com/blog/meet-the-team-sairam-suresh</guid>
      <pubDate>Tue, 12 Oct 2021 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Sairam shares the key to motivating his teams and developing the best ideas, which he says requires creativity and the freedom to test innovative approaches in problem solving...]]>
      </description>

      
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      <title><![CDATA[A Conversation with Liesel Pritzker Simmons: Blue Haven Initiative Co-Founder and Principal]]></title>
      <link>https://addepar.com/blog/a-conversation-with-liesel-pritzker-simmons-blue-haven-initiative-co-founder-and-principal</link>
      <guid>https://addepar.com/blog/a-conversation-with-liesel-pritzker-simmons-blue-haven-initiative-co-founder-and-principal</guid>
      <pubDate>Tue, 21 Sep 2021 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Liesel Pritzker Simmons sat down with Addepar to discuss how Blue Haven develops and implements strategies to address her and her husband’s specific values and concerns while achieving desired financial returns...]]>
      </description>

      
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      <title><![CDATA[Take 5, A Conversation with Adrian Johnstone, President and Co-Founder of Practifi]]></title>
      <link>https://addepar.com/blog/a-conversation-with-adrian-johnstone</link>
      <guid>https://addepar.com/blog/a-conversation-with-adrian-johnstone</guid>
      <pubDate>Thu, 02 Sep 2021 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[We sat down with Adrian to learn more about evolving fintech needs of the wealth management industry...]]>
      </description>

      
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      <title><![CDATA[5 Tips to Grow Your Firm While Delivering Exceptional Client Experience from Leading Wealth Advisors]]></title>
      <link>https://addepar.com/blog/5-tips-to-grow-your-firm</link>
      <guid>https://addepar.com/blog/5-tips-to-grow-your-firm</guid>
      <pubDate>Tue, 27 Jul 2021 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Peter O'Brien shares takeaways from a recent panel discussion at Addepar’s Q2 Client Advisory Board meeting focused on growth strategies that RIA firms can employ for sustained competitive differentiation...]]>
      </description>

      
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      <title><![CDATA[Inaugural Discovery Week for RIA Technology | Addepar]]></title>
      <link>https://addepar.com/blog/inaugural-ria-technology-discovery-week</link>
      <guid>https://addepar.com/blog/inaugural-ria-technology-discovery-week</guid>
      <pubDate>Wed, 14 Jul 2021 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Addepar’s discovery week was a series of virtual sessions tailored to RIA firm members looking to advance their organizations with new technology. During the webinars, experts gave excellent tips and tricks as well as valuable lessons. The sessions are still available, learn more today...]]>
      </description>

      
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      <title><![CDATA[Solving Engineering Challenges That Make a Difference]]></title>
      <link>https://addepar.com/blog/solving-engineering-challenges-that-make-a-difference</link>
      <guid>https://addepar.com/blog/solving-engineering-challenges-that-make-a-difference</guid>
      <pubDate>Tue, 29 Jun 2021 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[We recently had a chance to explore what makes Addepar so exciting for engineers, and learn about the opportunities to make a difference by putting clients at the center...]]>
      </description>

      
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      <title><![CDATA[Addepar Commemorates Juneteenth]]></title>
      <link>https://addepar.com/blog/juneteenth</link>
      <guid>https://addepar.com/blog/juneteenth</guid>
      <pubDate>Fri, 18 Jun 2021 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Addepar commemorates Juneteenth as a time to reflect, connect and learn...]]>
      </description>

      
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      <title><![CDATA[Addepar Expands to Europe With New Office in Scotland]]></title>
      <link>https://addepar.com/blog/addepar-expands-to-europe-with-new-office-in-scotland</link>
      <guid>https://addepar.com/blog/addepar-expands-to-europe-with-new-office-in-scotland</guid>
      <pubDate>Mon, 26 Apr 2021 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[We’re thrilled to announce the opening of our first office outside the U.S. in Edinburgh, Scotland - another step toward realizing our vision to provide investors and advisors the data needed to optimize how the world’s capital is put to work...]]>
      </description>

      
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      <category
          domain="https://addepar.com/blog/rss/community"
          >Community</category>
      

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    <item>
      <title><![CDATA[Addepar Affirms Dominance with the World’s Leading RIAs and Family Offices]]></title>
      <link>https://addepar.com/blog/addepar-affirms-dominance</link>
      <guid>https://addepar.com/blog/addepar-affirms-dominance</guid>
      <pubDate>Thu, 08 Apr 2021 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Addepar emerged from the 2008 downturn and from the beginning, the platform was built to adapt to market volatility and change. And we certainly saw that in 2020...]]>
      </description>

      
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      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      

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    <item>
      <title><![CDATA[Women’s History Month: Celebrating Women’s Achievements in Wealth Management]]></title>
      <link>https://addepar.com/blog/womens-history-month</link>
      <guid>https://addepar.com/blog/womens-history-month</guid>
      <pubDate>Wed, 31 Mar 2021 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[It’s Women’s History Month, when we celebrate the many accomplishments of women in every avenue of business, government and our communities...]]>
      </description>

      
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      <category
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          >Community</category>
      

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    <item>
      <title><![CDATA[Black History Month at Addepar]]></title>
      <link>https://addepar.com/blog/black-history-month</link>
      <guid>https://addepar.com/blog/black-history-month</guid>
      <pubDate>Wed, 03 Feb 2021 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[This is the first week of Black History Month - a time when Addepar is proud to honor and reflect on the diverse achievements of African-Americans throughout our nation’s history.]]>
      </description>

      
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      <category
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      <title><![CDATA[Take 5, A conversation with Bob Miller, CEO of PCR]]></title>
      <link>https://addepar.com/blog/take-5-a-conversation-with-bob-miller-ceo-of-pcr</link>
      <guid>https://addepar.com/blog/take-5-a-conversation-with-bob-miller-ceo-of-pcr</guid>
      <pubDate>Thu, 14 Jan 2021 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[I’m joined by Bob Miller, CEO of PCR. Bob is a fintech veteran, with experience leading multiple financial technology firms under his belt. In 2017 he joined PCR as CEO to transform the firm into a leading private client wealth aggregator...]]>
      </description>

      
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      <category
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    <item>
      <title><![CDATA[Future View: Addepar Acquires RCI to Help Clients Make Better Investment Decisions]]></title>
      <link>https://addepar.com/blog/future-view-addepar-acquires-rci-to-help-clients-make-better-investment-decisions</link>
      <guid>https://addepar.com/blog/future-view-addepar-acquires-rci-to-help-clients-make-better-investment-decisions</guid>
      <pubDate>Thu, 07 Jan 2021 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[We’re excited to announce that Addepar has acquired RCI so that we can directly offer our clients powerful tools to model and analyze portfolios in a forward-looking way and empower them to continue making more confident and informed investment decisions...]]>
      </description>

      
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      <category
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    <item>
      <title><![CDATA[Investor Sentiment Index in the Year of the Pandemic]]></title>
      <link>https://addepar.com/blog/investor-sentiment-index-pandemic</link>
      <guid>https://addepar.com/blog/investor-sentiment-index-pandemic</guid>
      <pubDate>Fri, 18 Dec 2020 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[It’s more critical than ever for us to continue to bring transparency to an industry that has been historically opaque, and share the insights and analytics gleaned from Addepar’s unique data set. So, we took a look back at the year 2020 from the lens of the Investor Sentiment Index, and here’s what we uncovered...]]>
      </description>

      
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      <category
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    <item>
      <title><![CDATA[Why Billing Helps Build the Foundation of Client Trust]]></title>
      <link>https://addepar.com/blog/why-billing-helps-build-the-foundation-of-client-trust</link>
      <guid>https://addepar.com/blog/why-billing-helps-build-the-foundation-of-client-trust</guid>
      <pubDate>Fri, 04 Dec 2020 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[An essential element of any value proposition is demonstrating that you’re faithfully meeting your fiduciary duty to act in your clients’ best interest...]]>
      </description>

      
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      <category
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          >Platform</category>
      

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      <title><![CDATA[Addepar Academy: Change Doesn’t Have to Be So Hard]]></title>
      <link>https://addepar.com/blog/addepar-academy-change-doesnt-have-to-be-so-hard</link>
      <guid>https://addepar.com/blog/addepar-academy-change-doesnt-have-to-be-so-hard</guid>
      <pubDate>Wed, 28 Oct 2020 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[I’m excited to share that we have revamped our Addepar Academy so that users can have an in-class experience from the safety and comfort of their living rooms...]]>
      </description>

      
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      <category
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      <title><![CDATA[Leading Voices in Wealth Management: Introducing Addepar’s Client Advisory Board]]></title>
      <link>https://addepar.com/blog/ria-client-advisory-board</link>
      <guid>https://addepar.com/blog/ria-client-advisory-board</guid>
      <pubDate>Thu, 22 Oct 2020 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[We’re thrilled to welcome some of the industry’s leading voices to our inaugural Client Advisory Board...]]>
      </description>

      
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      <category
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    <item>
      <title><![CDATA[Introducing the Addepar Investor Sentiment Index]]></title>
      <link>https://addepar.com/blog/introducing-the-addepar-investor-sentiment-index</link>
      <guid>https://addepar.com/blog/introducing-the-addepar-investor-sentiment-index</guid>
      <pubDate>Thu, 24 Sep 2020 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Introducing the Addepar Investor Sentiment Index (Addepar ISI)—a transactions-based index of high-net-worth (HNW) and ultra-high-net-worth (UHNW) investor sentiment derived from U.S. equity transactions captured on the Addepar platform...]]>
      </description>

      
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      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      

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      <title><![CDATA[Take 5, A Conversation with Raphael Haas, Founder and Chief Executive Officer of Melting Point Solutions]]></title>
      <link>https://addepar.com/blog/take-5-a-conversation-with-raphael-haas-founder-and-chief-executive-officer-of-melting-point-solutions</link>
      <guid>https://addepar.com/blog/take-5-a-conversation-with-raphael-haas-founder-and-chief-executive-officer-of-melting-point-solutions</guid>
      <pubDate>Mon, 14 Sep 2020 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[We sat down with Raphael Haas to find out more about Melting Point and its growth over the last 6 years...]]>
      </description>

      
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      <category
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      <title><![CDATA[Addepar Posts Record Quarter and Exceeds $2 Trillion of Assets on Platform]]></title>
      <link>https://addepar.com/blog/addepar-reaches-usd2-trillion-of-assets-on-platform</link>
      <guid>https://addepar.com/blog/addepar-reaches-usd2-trillion-of-assets-on-platform</guid>
      <pubDate>Thu, 13 Aug 2020 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[We’re proud to share that Addepar has reached a milestone and surpassed $2 trillion in client assets on our platform...]]>
      </description>

      
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      <category
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      <title><![CDATA[Take 5, A Conversation with Eric Lansky of StoneCastle Cash Management (‘StoneCastle’)]]></title>
      <link>https://addepar.com/blog/take-5-a-conversation-with-eric-lansky-of-stonecastle-cash-management</link>
      <guid>https://addepar.com/blog/take-5-a-conversation-with-eric-lansky-of-stonecastle-cash-management</guid>
      <pubDate>Wed, 15 Jul 2020 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[We sat down with Eric Lansky, President of StoneCastle to find out more about FICA® For Advisors...]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/marginalia-payment-processed.png"
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      <category
          domain="https://addepar.com/blog/rss/expertise"
          >Expertise</category>
      
      <category
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          >Product</category>
      

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      <title><![CDATA[Onboarding with Addepar: The First 30 Days]]></title>
      <link>https://addepar.com/blog/onboarding-with-addepar-the-first-30-days</link>
      <guid>https://addepar.com/blog/onboarding-with-addepar-the-first-30-days</guid>
      <pubDate>Wed, 08 Jul 2020 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[If you’re looking to migrate historical data from a legacy system to a modern platform, the process can be daunting. It doesn’t have to be...]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/marginalia-financial-report.png"
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      <category
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    <item>
      <title><![CDATA[What Does Pride Mean to You?]]></title>
      <link>https://addepar.com/blog/what-does-pride-mean-to-you</link>
      <guid>https://addepar.com/blog/what-does-pride-mean-to-you</guid>
      <pubDate>Fri, 26 Jun 2020 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[During this Pride month, AddePride wishes to extend our greetings to our members, allies, and friends for their continued support. We also want to acknowledge that this year, Pride is different...]]>
      </description>

      
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      <category
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      <title><![CDATA[A Conversation with Joe Lonsdale, Addepar Founder and Chairman]]></title>
      <link>https://addepar.com/blog/a-conversation-with-joe-lonsdale</link>
      <guid>https://addepar.com/blog/a-conversation-with-joe-lonsdale</guid>
      <pubDate>Mon, 22 Jun 2020 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[A few weeks ago, I was pleased to host Joe Lonsdale, Addepar Founder and Chairman, General Partner at 8VC, and Co-Founder of Palantir, OpenGov, Affinity and several other successful companies, for a lively discussion about the current market conditions...]]>
      </description>

      
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      <category
          domain="https://addepar.com/blog/rss/expertise"
          >Expertise</category>
      
      <category
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      <title><![CDATA[How to Keep Your Data Safe and Secure, Tips From a Top Security Expert]]></title>
      <link>https://addepar.com/blog/how-to-keep-your-data-safe-and-secure</link>
      <guid>https://addepar.com/blog/how-to-keep-your-data-safe-and-secure</guid>
      <pubDate>Wed, 13 May 2020 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[After more than a decade working in security, I know that the risk of falling victim to cybercriminals is ever-present. But the good news is there are precautions you can take to help keep yourself and your clients safe...]]>
      </description>

      
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      <category
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      <title><![CDATA[Addepar Office Hours: Best Practices for Tracking and Reporting on Private Assets]]></title>
      <link>https://addepar.com/blog/addepar-office-hours-best-practices</link>
      <guid>https://addepar.com/blog/addepar-office-hours-best-practices</guid>
      <pubDate>Fri, 08 May 2020 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[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 conversations with clients about their portfolios...]]>
      </description>

      
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      <category
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      <title><![CDATA[Addepar Office Hours: Managing Risk & Liquidity in a Market Downturn with Dr. Ashby Monk]]></title>
      <link>https://addepar.com/blog/office-hours-managing-risk-downturn</link>
      <guid>https://addepar.com/blog/office-hours-managing-risk-downturn</guid>
      <pubDate>Fri, 24 Apr 2020 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[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 can expect to see in a post-COVID-19 world...]]>
      </description>

      
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      <category
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      <title><![CDATA[Addepar Office Hours: Business Continuity - Empowering Your Firm For Continued Success]]></title>
      <link>https://addepar.com/blog/addepar-office-hours-business-continuity</link>
      <guid>https://addepar.com/blog/addepar-office-hours-business-continuity</guid>
      <pubDate>Mon, 13 Apr 2020 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[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 series...]]>
      </description>

      
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      <title><![CDATA[How Addepar Does Remote Work: 5 Tips]]></title>
      <link>https://addepar.com/blog/remote-work-5-tips</link>
      <guid>https://addepar.com/blog/remote-work-5-tips</guid>
      <pubDate>Tue, 07 Apr 2020 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[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 maintain confidence and stay connected?]]>
      </description>

      
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      <title><![CDATA[Addepar Office Hours: Connecting with Clients Remotely]]></title>
      <link>https://addepar.com/blog/office-hours-webinar-series-pt-1</link>
      <guid>https://addepar.com/blog/office-hours-webinar-series-pt-1</guid>
      <pubDate>Fri, 03 Apr 2020 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[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 at a distance...]]>
      </description>

      
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      <title><![CDATA[What Sets The Next-Generation Firm Apart?]]></title>
      <link>https://addepar.com/blog/what-sets-the-next-generation-firm-apart</link>
      <guid>https://addepar.com/blog/what-sets-the-next-generation-firm-apart</guid>
      <pubDate>Fri, 13 Mar 2020 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[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 provide you with significant clarity so you can pay it forward for your clients during this difficult time...]]>
      </description>

      
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      <category
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      <title><![CDATA[How Client Experience Measures Product Success]]></title>
      <link>https://addepar.com/blog/measuring-product-success</link>
      <guid>https://addepar.com/blog/measuring-product-success</guid>
      <pubDate>Mon, 02 Mar 2020 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[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 and failing. How can you ensure you’re creating the right client experience?]]>
      </description>

      
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      <category
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      <title><![CDATA[Top 5 Questions From Our National Client Call]]></title>
      <link>https://addepar.com/blog/top-5-questions-from-our-national-client-call</link>
      <guid>https://addepar.com/blog/top-5-questions-from-our-national-client-call</guid>
      <pubDate>Thu, 27 Feb 2020 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[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 questions we discussed...]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/abstract-sign-in.png"
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      <category
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      <title><![CDATA[The Who’s Who Of Addepar Avatars]]></title>
      <link>https://addepar.com/blog/whos-who-of-addepar-avatars</link>
      <guid>https://addepar.com/blog/whos-who-of-addepar-avatars</guid>
      <pubDate>Fri, 31 Jan 2020 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[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...]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blog/illustration/abstract-searching.jpg"
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      <category
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      <title><![CDATA[Quality Conversations Start with the Right Technology]]></title>
      <link>https://addepar.com/blog/quality-conversations-start-with-the-right-technology</link>
      <guid>https://addepar.com/blog/quality-conversations-start-with-the-right-technology</guid>
      <pubDate>Thu, 23 Jan 2020 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[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...]]>
      </description>

      
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      <category
          domain="https://addepar.com/blog/rss/expertise"
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      <title><![CDATA[Leading With Purpose: Introducing Addepar's New Social Impact Initiative]]></title>
      <link>https://addepar.com/blog/leading-with-purpose</link>
      <guid>https://addepar.com/blog/leading-with-purpose</guid>
      <pubDate>Fri, 17 Jan 2020 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[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 to our communities. We named it AddeOne...]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blog/illustration/marginalia-coming-soon.jpg"
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      <category
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      <title><![CDATA[10 Years In: Reflecting on a Decade of Transformation]]></title>
      <link>https://addepar.com/blog/10-years-in-reflecting-on-a-decade</link>
      <guid>https://addepar.com/blog/10-years-in-reflecting-on-a-decade</guid>
      <pubDate>Mon, 28 Oct 2019 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[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 define some markers that will keep us all aligned on pushing this entire industry forward together for the next decade...]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blog/illustration/pablo-finance.jpg"
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      <category
          domain="https://addepar.com/blog/rss/addepeeps"
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      <title><![CDATA[Designing for Private Wealth Management: Building Simple Products for Complex Portfolios]]></title>
      <link>https://addepar.com/blog/designing-for-private-wealth-management-building-simple-products-for-complex-portfolios</link>
      <guid>https://addepar.com/blog/designing-for-private-wealth-management-building-simple-products-for-complex-portfolios</guid>
      <pubDate>Thu, 24 Oct 2019 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[High net worth investors have complicated financial portfolios. They are underserved by technology, with most tech providers offering unsatisfying products...]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blog/illustration/abstract-working-process.jpg"
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      <category
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      <title><![CDATA[AddeKids Day!]]></title>
      <link>https://addepar.com/blog/addekids-day</link>
      <guid>https://addepar.com/blog/addekids-day</guid>
      <pubDate>Tue, 15 Oct 2019 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[The Addepar New York office was transformed into a fun zone on August 21 as nearly 20 children accompanied their parents to work...]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blog/illustration/marginalia-family-1.jpg"
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      <category
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      <title><![CDATA[How I Knew Addepar Was the Company for Me (After 23 Years at FactSet): A Conversation with Don Nilsson, Chief Product Officer]]></title>
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      <pubDate>Tue, 08 Oct 2019 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[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 into even the most complex investment portfolios...]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blog/illustration/pablo-sign-up.jpg"
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      <category
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      <title><![CDATA[What I Learned as an Addepar Product Management Intern]]></title>
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      <guid>https://addepar.com/blog/addepar-product-management-intern</guid>
      <pubDate>Tue, 24 Sep 2019 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[Jigar Shah had two graduate summer internships in the bag when he got the call from Addepar. What sealed the deal?...]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blog/illustration/delivery-4.jpg"
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      <title><![CDATA[Top 3 Tips For Moving Clients to Mobile]]></title>
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      <guid>https://addepar.com/blog/top-3-tips-for-moving-clients-to-mobile</guid>
      <pubDate>Mon, 09 Sep 2019 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[As an advisor, your clients have high expectations and rightfully so based on the tech available at our fingertips today...]]>
      </description>

      
      <media:content url="https://addepar.com/assets/img/blog/illustration/marginalia-uploading.jpg"
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      <category
          domain="https://addepar.com/blog/rss/platform"
          >Platform</category>
      

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      <title><![CDATA[Financial Planning Integrations Will Power Up Your Firm]]></title>
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      <guid>https://addepar.com/blog/financial-planning-integrations</guid>
      <pubDate>Mon, 29 Jul 2019 00:00:00 +0000</pubDate>
      <description>
        <![CDATA[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...]]>
      </description>

      
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      <category
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