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Introducing self-service onboarding for Alts Data Management, now available to all Addepar clients.
A challenge we see across the industry
Allocations to alternative investments have grown significantly over the past decade, and so has the operational complexity of managing them. Unlike public market securities, alts don't come with standardized data feeds. Every fund administrator has a different reporting format, every portal has a different login, and every document drop requires someone on your team to chase it down, interpret it and get it into your systems.
The result is a workflow that's heavy on manual effort and light on visibility. Firms spend meaningful time just getting positions set up: coordinating with asset managers, submitting templates and waiting on confirmations before any real analysis can begin. And when something changes, the process often starts over.
This is a pain point we hear consistently from clients and across the investment management industry: onboarding alts is too slow, too opaque and too dependent on back-and-forth.
Our response: putting control in your hands
Today, we're announcing that self-service onboarding for Alts Data Management is generally available to all Addepar clients.
Rather than routing every onboarding request through a support workflow, your team can now manage positions directly inside Addepar: adding funds, tracking status, editing details and making bulk updates at your own pace, with full visibility at every step.
What's included
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Unified position table. A single view of all your Alts Data Management-managed positions across both Alts Data Management and Portfolio Data, with real-time processing and collection status.
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Add positions in-app. A guided setup panel to onboard new positions directly in Addepar. No spreadsheet template required.
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Intelligent document processing. Once the required attributes are in place, document collection and processing kicks off automatically, with no manual handoff and no waiting.
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Up-to-date status tracking. See exactly where each position stands: Missing critical information, In progress, or Done, so your team always knows what needs attention.
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Edit position details. Update fund name, asset manager, limited partner, processing preferences and more directly in the platform.
The Addepar platform advantage
Most firms managing a growing alts book are stitching together multiple tools to get the job done: one system for onboarding, another for status tracking and something else entirely for notifications or bulk updates. The result is a fragmented workflow with more handoffs, more lag and more opportunity for things to fall through the cracks.
With Addepar, that entire workflow lives in one place. Self-service onboarding is the latest addition to a platform purpose-built to eliminate those gaps. Two recently released capabilities make that advantage even more tangible:
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Email and in-app notifications. Rather than polling a system or waiting on a status email, your team is automatically notified when new positions are added and when statuses change. It's the kind of proactive visibility that point solutions simply can't offer when your data and your workflows are split across systems.
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Bulk management. Whether you're onboarding a large book at once or making changes across dozens of positions, Addepar's import tooling and APIs let you move at scale, directly inside Addepar, with no overnight sync required and no separate integration to maintain.
Together, these capabilities allow clients to accelerate alts onboarding entirely within Addepar, with no additional tools, integrations, or overnight syncs required. For more complex alternatives, the Addepar team is here to help. Self-service onboarding is available now for Addepar Alts Data Management clients.