<?xml version="1.0" encoding="utf-8" ?>
<rss
    version="2.0"
    xmlns:atom="http://www.w3.org/2005/Atom"
    xmlns:media="http://search.yahoo.com/mrss/"
>
  <channel>
    <title>Addepar blog</title>
    <link>https://addepar.com/blog</link>
    <description>Addepar blog</description>
    <language>en</language>
    <atom:link href="https://addepar.com/blog/rss"
        rel="self" type="application/rss+xml"/>
    <lastBuildDate>Fri, 03 Apr 2026 15:23:15 +0000</lastBuildDate>

    
    
    <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[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"
          type="image/png"
          medium="image" />
      

      
      <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[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>
      

    </item>
    
    <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"
          width="1200"
          height="779"
          type="image/webp"
          medium="image" />
      

      
      <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>
      

    </item>
    
    <item>
      <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"
          width="1049"
          height="701"
          type="image/jpeg"
          medium="image" />
      

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

    </item>
    
    <item>
      <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"
          width="2401"
          height="1897"
          type="image/webp"
          medium="image" />
      

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

    </item>
    
    <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"
          width="2787"
          height="1171"
          type="image/webp"
          medium="image" />
      

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

    </item>
    
    <item>
      <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>

      
      <media:content url="https://addepar.com/assets/img/clip-business-strategy.png"
          width="1216"
          height="912"
          type="image/png"
          medium="image" />
      

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

    </item>
    
    <item>
      <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>

      
      <media:content url="https://addepar.com/assets/img/clip-hardworking-man.png"
          width="912"
          height="912"
          type="image/png"
          medium="image" />
      

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

    </item>
    
    <item>
      <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>

      
      <media:content url="https://addepar.com/assets/img/pixeltrue-data-analyse-1.png"
          width="3333"
          height="2500"
          type="image/png"
          medium="image" />
      

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

    </item>
    
    <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>

      
      <media:content url="https://addepar.com/assets/img/marginalia-money-saving-during-coronavirus.png"
          width="1216"
          height="912"
          type="image/png"
          medium="image" />
      

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

    </item>
    
    <item>
      <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>

      
      <media:content url="https://addepar.com/assets/img/bermuda-higher-education.png"
          width="912"
          height="912"
          type="image/png"
          medium="image" />
      

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

    </item>
    
    <item>
      <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"
          width="933"
          height="912"
          type="image/png"
          medium="image" />
      

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

    </item>
    
    <item>
      <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>

      
      <media:content url="https://addepar.com/assets/img/pablo-payment-processed-1592850026.png"
          width="1621"
          height="912"
          type="image/png"
          medium="image" />
      

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

    </item>
    
    <item>
      <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>

      
      <media:content url="https://addepar.com/assets/img/information-security-1.png"
          width="1006"
          height="912"
          type="image/png"
          medium="image" />
      

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

    </item>
    
    <item>
      <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>

      
      <media:content url="https://addepar.com/assets/img/pale-waiting.png"
          width="1216"
          height="912"
          type="image/png"
          medium="image" />
      

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

    </item>
    
    <item>
      <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>

      
      <media:content url="https://addepar.com/assets/img/open-doodles-clumsy.png"
          width="1148"
          height="912"
          type="image/png"
          medium="image" />
      

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

    </item>
    
    <item>
      <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>

      
      <media:content url="https://addepar.com/assets/img/flamenco-welcome.png"
          width="1219"
          height="912"
          type="image/png"
          medium="image" />
      

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

    </item>
    
    <item>
      <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>

      
      <media:content url="https://addepar.com/assets/img/pablo-welcome.png"
          width="1621"
          height="912"
          type="image/png"
          medium="image" />
      

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

    </item>
    
    <item>
      <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>

      
      <media:content url="https://addepar.com/assets/img/done-5.png"
          width="1216"
          height="912"
          type="image/png"
          medium="image" />
      

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

    </item>
    
    <item>
      <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>

      
      <media:content url="https://addepar.com/assets/img/pablo-coming-soon.png"
          width="1621"
          height="912"
          type="image/png"
          medium="image" />
      

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

    </item>
    
    <item>
      <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>

      
      <media:content url="https://addepar.com/assets/img/blog/illustration/abstract-brainstorm.jpg"
          width="992"
          height="784"
          type="image/jpeg"
          medium="image" />
      

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

    </item>
    
    
  </channel>
</rss>
