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Expertise
Addepar HackWeek 2022 - Simplify
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.
Expertise
Have Confidence in Your Ability to Execute an Advisor’s Fiduciary Duties
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.
Expertise
Meet Addepar Board Member: Jaime Hildreth, WestCap Partner
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
Take 5, A Conversation with Adrian Johnstone, President and Co-Founder of Practifi
We sat down with Adrian to learn more about evolving fintech needs of the wealth management industry...
Expertise
Inaugural Discovery Week for RIA Technology | Addepar
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...
Expertise
Take 5, A conversation with Bob Miller, CEO of PCR
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
Investor Sentiment Index in the Year of the Pandemic
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...
Expertise
Addepar Academy: Change Doesn’t Have to Be So Hard
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...
Expertise
How to Keep Your Data Safe and Secure, Tips From a Top Security Expert
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...
Expertise
Addepar Office Hours: Best Practices for Tracking and Reporting on Private Assets
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
Addepar Office Hours: Managing Risk & Liquidity in a Market Downturn with Dr. Ashby Monk
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...
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Addepar Office Hours: Business Continuity - Empowering Your Firm For Continued Success
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...
Expertise
How Addepar Does Remote Work: 5 Tips
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...
Expertise
Addepar Office Hours: Connecting with Clients Remotely
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,...
Expertise
What Sets The Next-Generation Firm Apart?
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...
Expertise
Quality Conversations Start with the Right Technology
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...
Expertise