Model alignment is key to executing an investment strategy with confidence — but staying on top of drift across a wide range of portfolios can be a challenge.

That’s why we’re introducing a new drift monitoring capability available to clients using Addepar Trading. This drift monitoring widget adds real-time model oversight to your Addepar Dashboards — giving you visibility, context and the ability to act on drift instantly, all in one place.

Turn visibility into action

Model drift happens. Markets move, objectives shift, cash flows change, and portfolios evolve. With our new customizable Dashboards widget, you’re equipped to respond to changes more quickly—helping reduce time to decision and time to market.

With drift monitoring, you can:

  • Quickly spot drift across your eligible portfolios

  • Set your own tolerance levels — whether by percent thresholds, tolerance bands or custom definitions

  • Focus your view by asset class, group, or entity to isolate what matters most

  • Take action in one click by navigating directly to the list of impacted portfolios with drift-specific insight

  • Stay up-to-date with regular drift recalculations throughout the day that capture new drift and confirm drift is resolved

This fully integrated capability helps you stay aligned and take action — quickly, and all from a single source of truth.

See which portfolios are out of alignment directly from Dashboards.

Built to support the way you work

Addepar Trading’s drift monitoring is designed to meet the needs of advisors and traders today with:

Flexible configuration
Customize what “drift” means to you and your team. Whether you're targeting a specific asset class or setting your own deviation rules, the widget adjusts to your workflow.

Context-aware views
Your dashboard filters apply automatically and only trading-enabled portfolios with assigned models are shown — so everything you see is relevant and ready to act on.

Connected navigation
In just a click, arrive at a filtered list of portfolios with the context you need to make fast, informed decisions.

Dashboards should be more than static status boards — they should be intelligent launchpads, designed not only to show you what needs attention but to get you where you need to go, fast.

Phil Senseny, Head of Addepar Trading

Drill into drifted portfolios and execute trades with full visibility.

Confirm trades and ensure portfolios are brought back in line.

Drift was identified and resolved with no portfolios out of line.

Why it matters

  • Proactively manage model alignment: across your book of business

  • Streamline oversight: without the need for manual reviews or switching tools

  • Take action faster: with full portfolio context already in view

  • Build stronger client trust: through greater transparency and control

Now in Dashboards — available to  Addepar Trading clients

The drift monitoring widget is now available in Addepar Dashboards for all clients using Addepar Trading. If you're not yet using Addepar Trading and want to learn more, reach out to your Addepar team.

Learn more about drift monitoring in Addepar Trading
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