Blog
Product
Humans in the Loop: Why Human Oversight Still Matters in AI
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.
Product
Strengthening workflows, client experience and community across the Addepar ecosystem
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.
Product
Building an AI-ready organization: From data foundations to culture
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.
Product
AI is only as good as your data: Why clean data wins every time
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.
Product
The new table stakes: Why AI will be non-negotiable in modern financial services
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.
Product
5 questions every executive should ask before adopting AI
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.
Product
Enhancing client trust: The Client Portal email experience
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.
R&D
Addepeeps
Product
Instilling client confidence with the Contextual Audit Log
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.
R&D
Addepeeps
Product
Reclaim control: Why modern trading desks need smarter infrastructure
Manual trading introduces hidden inefficiencies. Learn how Addepar Trading transforms execution from a risk-prone task into a strategic advantage.
Expertise
Product
Platform
Stay aligned, take action: Introducing drift monitoring in Addepar Dashboards
Surface and resolve portfolio drift faster with the new drift monitoring widget—now in Dashboards for Addepar Trading clients. One click from insight to action.
Platform
Product
Why scenario planning is essential for institutional investors
How prepared is your portfolio for what comes next? Learn how leading institutional investors use Navigator to test assumptions, manage liquidity and reduce risk.
Product
Expertise
Platform
A better way to manage alternative investments: Save time and reduce risk
Alts Data Management streamlines the way firms manage alts data with automated document collection and processing, data validation and file storage.
Platform
Industry
Product
Faster, cheaper and altogether better: Enhancing data models to improve data access and service architecture
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.
Product
R&D
Platform
Our journey to effective observability at Addepar Trading
In the world of microservices architecture, understanding how a system behaves is crucial. This is especially true for the Addepar Trading solution.
R&D
Product
Gain deeper insights with Private Fund Benchmarks
Addepar’s Private Fund Benchmarks provide the clarity and data-driven insights investors need to confidently navigate the opaque world of private fund investments.
Platform
Industry
Product
Simplifying alternatives data management: a solution for unstructured and disaggregated investment data
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.
Product
R&D
Bringing transparency to private markets with Addepar’s solutions
Bringing transparency to private markets: Learn how Addepar’s latest solutions enhance data clarity, streamline workflows and optimize alternative investments.
Platform
Product
Industry
View Capital Advisors harnesses Addepar Dashboards to enable advisor capacity and power firmwide success
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.
Community
Product
Take 5, A Conversation with Raphael Haas, Founder and Chief Executive Officer of Melting Point Solutions
We sat down with Raphael Haas to find out more about Melting Point and its growth over the last 6 years...
Product
Take 5, A Conversation with Eric Lansky of StoneCastle Cash Management (‘StoneCastle’)
We sat down with Eric Lansky, President of StoneCastle to find out more about FICA® For Advisors...
Expertise
Product
A Conversation with Joe Lonsdale, Addepar Founder and Chairman
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