Traditional forecasting tools can't keep pace with the rise of alternatives. The Addepar and Oxford Economics integration delivers the gold standard of independent, institutional-grade CMAs for strategic...
Blog
EMEA
Expertise
Integrations
Partnerships
Platform
Wealth Manager
Alts
The traditional 60/40 allocation is long gone, with investors shifting heavily into private markets. While strategies have evolved, tech built for the past struggles to manage the complexity of alternatives.
Platform
Industry
Institutions
Alts
Legacy tech forces fund managers into error-prone shadow accounting using spreadsheets for private markets. Addepar provides the aggregation and analytics needed for visibility, streamlined LP reporting and...
Platform
Industry
Institutions
Alts
Explore five trends reshaping collectibles reporting, including the shift from static to real-time valuation, how AI is amplifying human expertise, and the urgency created by the great wealth transfer.
Expertise
Investor Experience
Product
AI
Alts
Manage capital calls and distributions with speed and confidence. Leverage the Capital Activity Dashboard for Addepar Alts Data Management.
Alts
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.
Platform
AI
Alts
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.
Product
AI
Alts
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.
Clients & Community
Alts
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.
Alts
Explore five key insights from the Addepar Enterprise Summit, from AI and data strategy to culture, agility, and client-focused innovation.
Industry
AI
Alts
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.
R&D
Alts
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.
Platform
Product
Alts
See why scenario analysis is essential for institutional portfolios to survive market shifts and meet ongoing obligations.
Product
Expertise
Platform
Alts
Alts Data Management streamlines the way firms manage alts data with automated document collection and processing, data validation and file storage.
Platform
Industry
Product
Alts
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.
Platform
Alts
Learn how this family office chose technology to dramatically improve the quality, flexibility and timeliness of their reporting across their portfolios.
Family Offices
Alts
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.
Clients & Community
Alts
It was my pleasure to co-host AddeConf24, Addepar’s second annual innovation and technology conference.
R&D
Alts
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.
Expertise
Alts
We recently held our annual Addepar Client Advisory Board meeting to discuss exciting platform updates and opportunities for continued financial services industry advancement...
Clients & Community
Alts
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...
Expertise
Alts
We sat down with Raphael Haas to find out more about Melting Point and its growth over the last 6 years...
Product
Alts
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...
Expertise
Product
Alts
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...
Expertise
Alts