Blog
R&D
Modernizing Addepar: How we’re taking a client-first approach to redesigning our platform
Over the past five years, we've rapidly expanded our product suite with new features and functionality, prioritizing client feedback to improve the Addepar experience.
R&D
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The power of a seamless trading solution
Addepar Trading is powerful, supporting a range of functionalities tailored to the needs of modern financial advisors and traders.
Platform
R&D
Using AWS to scale Addepar Trading
We recently announced Addepar Trading, our new trading and rebalancing platform designed to help wealth advisors manage their trading operations with ease and efficiency.
R&D
Naming our AI assistant, Addison
Names have far-reaching implications.
R&D
The Art of Technical Translation
No matter what your career path is, it is likely you have served as a technical translator at some point. It’s also possible that you didn’t even realize you were doing it.
R&D
That’s a wrap on AddeConf24 - Build, Grow, Scale
It was my pleasure to co-host AddeConf24, Addepar’s second annual innovation and technology conference.
R&D
Addepar's Data Transformation Journey: Becoming a Data-Centric Company
Over the years, Addepar has undergone a significant transformation that has resulted in us becoming a data-centric company, leveraging insights from 1,000+ clients’ data to improve our existing products and...
R&D
AI at Addepar: Introducing Addison
Addepar is building Addison: an LLM ecosystem that will be trained on 15 years of experience serving our clients in wealth management.
R&D
Introducing RedFlag: Using AI to Scale Addepar's Offensive Security Team
At Addepar, we are committed to incorporating security as early as possible in our Secure Software Development Lifecycle (SSDLC).
R&D
R&D Builds “Addepar Research”
In 2022, Addepar embarked on a multi-year journey to gain a deep understanding of the investment landscape in the wealth and asset management industry and to unlock unique insights for investment decision...
R&D
Standing Taller on a Platform
In the last several years, the concept of "platform engineering" has gained considerable traction in enterprise software engineering.
R&D
Structuring Effective Engineering Teams: A Must-Read for Tech Leaders
The word “reorg,” short for reorganization, has become a periodic source of frustration for most people working in a business environment of any non-trivial size.
R&D
The Financial Graph
Addepar’s platform consumes not only financial instruments and holdings, but the accounts that custody those holdings, the asset owners themselves, and any legal entities that exist in the real world.
R&D
Transparent Portfolio Query Performance
Views and reports offer an incredibly flexible way to filter, group by and analyze your portfolio data.
R&D