Future View: Addepar Acquires RCI to Help Clients Make Better Investment Decisions
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...
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Why Billing Helps Build the Foundation of Client Trust
An essential element of any value proposition is demonstrating that you’re faithfully meeting your fiduciary duty to act in your clients’ best interest...
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Introducing the Addepar Investor Sentiment Index
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...
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Addepar Posts Record Quarter and Exceeds $2 Trillion of Assets on Platform
We’re proud to share that Addepar has reached a milestone and surpassed $2 trillion in client assets on our platform...
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How Client Experience Measures Product Success
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...
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The Who’s Who Of Addepar Avatars
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...
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Designing for Private Wealth Management: Building Simple Products for Complex Portfolios
High net worth investors have complicated financial portfolios. They are underserved by technology, with most tech providers offering unsatisfying products...
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Top 3 Tips For Moving Clients to Mobile
As an advisor, your clients have high expectations and rightfully so based on the tech available at our fingertips today...
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Financial Planning Integrations Will Power Up Your Firm
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...
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