# addepar.com Site: https://addepar.com ## Core Pages - [Home | Addepar](https://addepar.com): Addepar is a global data and AI company serving the financial services ecosystem. Powering more than 9T in assets across 1,400+ clients and 60+ countries. - [About | Addepar](https://addepar.com/about): At the cutting edge of AI and finance. Leading the industry since 2009, Addepar is a global data and AI company serving the financial services ecosystem. - [AddeConf26 | Addepar](https://addepar.com/addeconf26): Join industry leaders for Addepar's marquee innovation and user conference. Driving the next era of investment management. - [AI Careers | Addepar](https://addepar.com/ai-careers): While models are becoming commodities, models that understand and enable real financial decisions are rare. Join us. - [AI, the Addepar Way | Addepar](https://addepar.com/ai-the-addepar-way): Addepar delivers AI that enhances how investment teams understand portfolios, operate at scale and engage clients. - [Aite Matrix: RIA Portfolio Management and Reporting Systems | Addepar](https://addepar.com/aite-matrix-ria-portfolio-management-and-reporting-systems): Access the 2023 Aite Matrix:RIA Portfolio Management and Reporting Systems - [Alternatives | Addepar](https://addepar.com/alternatives): Capture complex fund data, evaluate performance against peers and model future outcomes across your full portfolio. - [Private Banking Software | Wealth Management Reporting Solutions | Addepar](https://addepar.com/banks): Addepar helps you provide a comprehensive wealth management solution and position yourself as a strategic partner to your clients. Find out more. - [Inside Addepar | Addepar](https://addepar.com/blog): Tune into Addepar's blog for industry, R&D and creative insight from contributors across our company. - [Careers | Job Search | Addepar](https://addepar.com/careers): Make an impact on how wealth is put to work. Find out more about working for Addepar. Search and apply for positions. - [Clients | Case Studies | Addepar](https://addepar.com/clients): Learn more about how working with Addepar will help your firm grow. Find a range of client case studies here. - [Contact Information, Offices and Locations | Addepar](https://addepar.com/connect-with-us): We're delighted to discuss how Addepar can serve you. Find all contact information and office addresses for Addepar here. - [Data | Addepar](https://addepar.com/data): Addepar brings together validated data, a flexible development environment and a powerful data layer in one platform. - [Executives | Addepar](https://addepar.com/executives): Gain full visibility, strengthen oversight and enable confident decisions to drive growth, efficiency and long-term business success. - [Family Office Software | Reporting Platform | Portfolio Tracking Solutions | Addepar](https://addepar.com/family-offices): Addepar's family office software helps you handle complexity efficiently - preserving family wealth for generations to come. Find out more. - [Financial Advisors | Addepar](https://addepar.com/financial-advisors): Addepar unifies portfolios, insights and intelligence so advisors can navigate complexity, prepare faster and deliver more sophisticated client experiences. - [Investors | Addepar](https://addepar.com/investors): Addepar enables CIOs and investment teams to aggregate, analyze, and report on a broad range of asset classes within a single platform. - [Newsroom | Addepar](https://addepar.com/newsroom): Addepar in the news - [Operations | Addepar](https://addepar.com/operations): Addepar equips COOs and data operations teams to automate multi-custodian data aggregation and easily manage complex ownership structures. - [Partner Program | Integration Partners | Addepar](https://addepar.com/partners): Our partner network is designed to deliver the best results for our mutual clients. Find out what Addepar Partners can do for your business. - [Platform Overview | Addepar](https://addepar.com/platform-overview): By combining high-fidelity data with native AI, unifying data, streamlining workflows to help make informed investment decisions. - [Private Fund Benchmarks | Addepar](https://addepar.com/private-fund-benchmarks): Compare performance across funds, strategies & vintages to understand results and how your portfolio stacks up against the broader market. - [Research | Addepar](https://addepar.com/research): Providing unique insights into global trends and best practices that inform your investment decisions and performance. - [Services | Addepar](https://addepar.com/services): Your success is our priority - [That's easy with Addepar | Addepar](https://addepar.com/thats-easy-with-addepar): Transform complex investment management workflows into intuitive, scalable experiences. Addepar makes it easy. - [Coupa Supplier Portal | Addepar](https://addepar.com/vendor-help): Setting up your Coupa Supplier Portal (CSP) for the first time with Addepar's Quick Reference Guide. - [Wealth Management Software | Portfolio Reporting Solution | RIA | Addepar](https://addepar.com/wealth-management): All your assets, all in one place. A complete view of your clients' wealth. Make smarter investment decisions and generate superior outcomes. Find out more. - [Why Addepar | Addepar](https://addepar.com/why-addepar): Work without limits: any data, unlimited scale, tailored to your needs and your clients' expectations. ## Resources - [3 Capital Partners | Addepar](https://addepar.com/case-studies/3-capital-partners): A Hong Kong-based investment office grounded in a simple conviction: client portfolios should be driven by purpose and shaped by each client's goals. - [Activest Wealth Management | Addepar](https://addepar.com/case-studies/activest-wealth-management): Activest Wealth Management, also known as AWM, is a registered investment advisor with the SEC advising on over $2.5 billion. - [Bird & Bee | Addepar](https://addepar.com/case-studies/bird-and-bee): A belgium-based independent advisory firm and family office, Bird&Bee, has been serving as a trusted advisor for a range of HNW clients. - [Blue Oak Capital, LLC | Addepar](https://addepar.com/case-studies/blue-oak-capital-llc): Committed in ensuring clients will always have direct access to partners familiar with their portfolios. - [Boreal Capital Management | Client Case Study | Addepar](https://addepar.com/case-studies/boreal-capital-management): Read the Addepar client case study here for Boreal Capital Management. - [Cam Capital | Client Case Study | Addepar](https://addepar.com/case-studies/cam-capital): Read the Addepar client case study here for Cam Capital. - [CD & R | Addepar](https://addepar.com/case-studies/cdr): The firm's investment strategy focuses on enhancing performance and profitability of businesses - [Cherry Creek Family Offices | Client Case Study | Addepar](https://addepar.com/case-studies/cherry-creek-family-offices): Read the Addepar client case study here for Cherry Creek Family Offices. - [Crescent Grove Advisors | Client Case Study | Addepar](https://addepar.com/case-studies/crescent-grove-advisors): Read the Addepar client case study here for Crescent Grove Advisors. - [Dynasty Financial Partners | Addepar](https://addepar.com/case-studies/dynasty-financial-partners): Read the Addepar client case study here for Dynasty Financial Partners. - [Fremont Group | Client Case Study | Addepar](https://addepar.com/case-studies/fremont-group): Read the Addepar client case study here for Fremont Group. - [Gleneagles Group | Client Case Study | Addepar](https://addepar.com/case-studies/gleneagles-group): Read the Addepar client case study here for Gleneagles Group. - [GM Advisory Group | Addepar](https://addepar.com/case-studies/gm-advisory-group): The firm employs a personal, collaborative approach to crafting wealth strategies for ultra and high-net-worth individuals and families. - [Jefferies | Addepar](https://addepar.com/case-studies/jefferies): A full-service global investment bank with 3,300 employees and $37 billion of assets. - [Laird Norton Wetherby | Addepar](https://addepar.com/case-studies/laird-norton-wetherby): With a rich history dating back to 1967, the Laird Norton Trust Company was established as a family office for the Laird Norton family. - [Legacy Knight | Addepar](https://addepar.com/case-studies/legacy-knight): Legacy Knight, founded in 2019, is an innovative multi-family office that brings the best technology, resources and expertise under one roof. - [Lobnek Wealth Management | Addepar](https://addepar.com/case-studies/lobnek-wealth-management): An independent wealth management firm serving private and corporate clients across Switzerland and the United States. - [Makena Capital Management | Addepar](https://addepar.com/case-studies/makena-capital-management): Makena Capital Management was founded to bring holistic, endowment-style investing to a broad segment of investors and institutions. - [Meyer Handelman Company | Addepar](https://addepar.com/case-studies/meyer-handelman-company): With assets under management worth around $3.1 billion, MHCo has proven its new approach - merging tradition and modernization - is paying off. - [Modum Private Wealth | Addepar](https://addepar.com/case-studies/modum-private-wealth): Founded in 2019, Modum is a fast-growing independent wealth advisory firm based across two global cities, Mexico City and New York. - [PagnatoKarp | Addepar](https://addepar.com/case-studies/pagnatokarp): An award-winning independent financial advisory firm serving ultra- and high- net-worth families, entrepreneurs, and individuals. - [Papo Group | Addepar](https://addepar.com/case-studies/papo-group): Papo Group has sought to preserve and grow capital with long-term investments across diverse strategies and asset classes. - [Patrimonica | Addepar](https://addepar.com/case-studies/patrimonica): Patrimonica, an independent multi-family office based in Montreal, manages over $5 billion in assets for high-net-worth families. - [Ruwenzori Invest | Addepar](https://addepar.com/case-studies/ruwenzori-invest): Scaling successfully: How the Ruwenzori Invest family office upgraded its tech stack and trebled its AUM - [Sage Mountain Advisors | Addepar](https://addepar.com/case-studies/sage-mountain-advisors): Founded in 2018, the firm consults high-net-worth clients, ensuring that investment decisions align with client goals without any product affiliations. - [Saranac Partners | Addepar](https://addepar.com/case-studies/saranac-partners): A wealth management firm providing ultra-high-net-worth clients with a private office experience, backed by institutional expertise. - [Stone Temple Partners | Addepar](https://addepar.com/case-studies/stone-temple-partners): Stone Temple Partners built their investment and wealth advisory platform around high-caliber investment professionals. - [Three Bell Capital | Client Case Study | Addepar](https://addepar.com/case-studies/three-bell-capital): Read the Addepar client case study here for Three Bell Capital. - [Three Bridge Wealth Advisors | Addepar](https://addepar.com/case-studies/three-bridge-wealth-advisors): Three Bridge Wealth Advisors pride themselves on providing services so comprehensive that their clients have them on speed dial. - [Tiedemann Advisors | Addepar](https://addepar.com/case-studies/tiedemann-advisors): A leading investment and wealth management firm renowned for its comprehensive financial advice. - [Venturi Private Wealth | Addepar](https://addepar.com/case-studies/venturi-private-wealth): An independent, fee-only registered investment advisory firm and multi-family office serving high-net-worth individuals and families. - [WE Family Offices | Client Case Study | Addepar](https://addepar.com/case-studies/we-family-offices): Read the Addepar client case study here for WE Family Offices. - [Winthrop Wealth | Client Case Study | Addepar](https://addepar.com/case-studies/winthrop-wealth): Read the Addepar client case study here for Winthrop Wealth. ## Blog Posts - [10 Years In: Reflecting on a Decade of Transformation | Addepar](https://addepar.com/blog/10-years-in-reflecting-on-a-decade): Addepar CEO Eric Poirier reflects on Addepar's 10 year anniversary, and how it has grown into a market leader. - [2021 Client Advisory: 3 Innovation Takeaways | Addepar](https://addepar.com/blog/2021-client-advisory-event): Addepar's north star is a client promise: to deliver exceptional experiences and investment outcomes for our global client community through innovation. - [3 Ways Firms Use Addepar Data Exchange | Addepar](https://addepar.com/blog/3-ways-firms-use-addepar-data-exchange): Discover how firms use Addepar Data Exchange to unify data, improve reconciliation and power AI and advanced analytics. - [How to grow your RIA firm: 5 Tips | Addepar](https://addepar.com/blog/5-tips-to-grow-your-firm): Get insights on growth strategies that RIA firms can employ for sustained competitive differentiation. - [60/40 is History. Why Your Tech Stack is Stuck in the Past. | Addepar](https://addepar.com/blog/60-40-is-history-for-lps): Investors have moved beyond the traditional 60/40, shifting billions into private markets. Learn why Addepar is the infrastructure for modern allocations. - [A Conversation with Adrian Johnstone of Practifi | Addepar](https://addepar.com/blog/a-conversation-with-adrian-johnstone): We sat down with Practifi co-founder Adrian Johnstone to learn more about evolving fintech needs of the wealth management industry. - [A Conversation with Joe Lonsdale, Addepar Founder and Chairman | Addepar](https://addepar.com/blog/a-conversation-with-joe-lonsdale): Insights from Joe Lonsdale on venture capital, innovation during economic downturns, and emerging investment opportunities. - [A Conversation with Liesel Pritzker Simmons: Blue Haven Initiative | Addepar](https://addepar.com/blog/a-conversation-with-liesel-pritzker-simmons-blue-haven-initiative-co-founder-and-principal): Liesel Pritzker Simmons is the co-founder and principal of Blue Haven Initiative, one of the first family offices created with impact investing as its focus. - [Introducing Addepar Data Exchange: A new data foundation for modern investment firms | Addepar](https://addepar.com/blog/a-new-data-foundation-for-modern-investment-firms): Unify investment data and power analysis, automation and AI with Addepar Data Exchange, built for modern firms. - [Adapting for growth: How RIAs build a resilient team | Addepar](https://addepar.com/blog/adapting-for-growth): Executives from top RIAs and MFOs stressed that investing in the right talent is key to sustainable growth and resilience in wealth management. - [Bringing our tech community together at AddeConf 2023 | Addepar](https://addepar.com/blog/addeconf23-where-developers-and-visionaries-join-forces): Our product developers and technology leadership come together to explore tech trends, share best practices and conceptualize solutions. - [AddeKids Day! | Addepar](https://addepar.com/blog/addekids-day): Inside AddeKids Day: How Addepar celebrates working parents and creates a supportive workplace culture. - [Addepar Academy: Change Doesn't Have to Be So Hard | Addepar](https://addepar.com/blog/addepar-academy-change-doesnt-have-to-be-so-hard): Addepar Academy helps our clients get the full benefit from Addepar and offers training on the overall data architecture as well as specific topic areas. - [Addepar Acquires AdvisorPeak | Addepar](https://addepar.com/blog/addepar-acquires-advisorpeak): Read about Addepar's acquisition of AdvisorPeak, a leader in providing agile rebalancing, trading and order management capabilities. - [Addepar Acquires AltX to Double Down on High-Growth Alternatives Market | Addepar](https://addepar.com/blog/addepar-acquires-altx-to-double-down-on-high-growth-alternatives-market): Addepar announced its acquisition of AltX, an intelligence platform for the alternative investments market. - [Addepar Affirms Dominance with Leading RIAs and Family Offices | Addepar](https://addepar.com/blog/addepar-affirms-dominance): In 2020, while many providers struggled, Addepar helped our clients thrive and transform complex portfolios through transparency and insight. - [Addepar Announces Record Third Quarter Performance, Expands Leadership Team | Addepar](https://addepar.com/blog/addepar-announces-record-third-quarter-performance-expands-leadership-team): During Record Sales and Customer Acquisitions in Q3, Addepar Names Former Morgan Stanley Executive New General Counsel . - [Meet Addepar Board Member: Jaime Hildreth | Addepar](https://addepar.com/blog/addepar-board-member-jaime-hildreth): WestCap made an early investment in Addepar, and as a partner at the firm, Jaime Hildreth has had a front-row seat to witness Addepar's explosive growth. - [Addepar Community: Tom Nicholson of Attinger | Addepar](https://addepar.com/blog/addepar-community-tom-nicholson): We sat down with Attinger's Head of Investment Analytics Tom Nicholson to discuss a wide range of topics. - [Addepar Data Exchange: Unifying data across the financial landscape | Addepar](https://addepar.com/blog/addepar-data-exchange-unifying-data-across-the-financial-landscape): Unify financial data across systems and portfolios with Addepar Data Exchange to support faster analysis, stronger governance and AI-ready insights. - [Addepar Deepens Integration with Schwab; Joins OpenView Gateway | Addepar](https://addepar.com/blog/addepar-deepens-integration-with-schwab-joins-openview-gateway): Addepar announced it will join Schwab OpenView GatewayTM. - [Addepar Doubles Down on Service Offering and Expands Senior Services Leadership to Enable Diversifying Client Base | Addepar](https://addepar.com/blog/addepar-doubles-down-on-service-offering-and-expands-senior-services-leadership-to-enable-diversifying-client-base): Introducing an enhanced set of services that providing clients with additional, highly-tailored support experiences. - [Addepar Expands Leadership Team Following Record Growth | Addepar](https://addepar.com/blog/addepar-expands-leadership-team-following-record-growth): Addepar announced that it has expanded its leadership team. - [Addepar Expands Management Team with Appointment of Chief Executive Officer, President and Chief Operating Officer | Addepar](https://addepar.com/blog/addepar-expands-management-team-with-appointment-of-chief-executive-officer-president-and-chief-operating-officer): Addepar announced the appointment of Eric Poirier as Chief Executive Officer and Karen White as President and Chief Operating Officer. - [Addepar Expands to Europe With New Office in Scotland | Addepar](https://addepar.com/blog/addepar-expands-to-europe-with-new-office-in-scotland): Discover how Addepar's new Edinburgh office boosts data validation, feed capacity, and global growth for advisors and clients. - [Addepar expands global presence with Pune, India office | Addepar](https://addepar.com/blog/addepar-expands-to-india-with-new-office-in-pune): Establishing a presence in India will enable Addepar to increase its R&D capacity and provide additional support to our clients across the globe. - [Empowering clients with best in class data and technology | Addepar](https://addepar.com/blog/addepar-firms-saving-time-reinvesting-in-client-relationships-with-the-flexibility-and-automation-of-the-addepar-platform): Read about how Addepar's tech and data platform is helping clients to better achieve their goals. - [Addepar HackWeek 2022 - Simplify | Addepar](https://addepar.com/blog/addepar-hackweek-2022-simplify): Read about Addepar's recent HackWeek and learn more about the winning projects. - [Addepar Hosts Record-Breaking Coding Contest with HackerRank | Addepar](https://addepar.com/blog/addepar-hosts-record-breaking-coding-contest-with-hackerrank): Addepar recently paired with HackerRank to co-host an 8-hour global Hackathon. - [Addepar Joins The Open Cap Table Coalition | Addepar](https://addepar.com/blog/addepar-joins-the-open-cap-table): Addepar has joined the Open Cap Table Coalition, a cross-industry group that is collaborating to improve publicly available company capitalization data. - [Addepar Named One of Fast Company's Most Innovative Companies | Addepar](https://addepar.com/blog/addepar-named-one-of-fast-companys-most-innovative-companies): Addepar has been named one of the "Top 10 Most Innovative Companies in Personal Finance" in 2015 by Fast Company magazine. - [Addepar Names Jeff Ramseyer to Lead Global Sales | Addepar](https://addepar.com/blog/addepar-names-jeff-ramseyer-to-lead-global-sales): Addepar announced the appointment of Jeff Ramseyer to the role of Vice President of Sales. - [Office Hours: Reporting on Private Assets | Addepar](https://addepar.com/blog/addepar-office-hours-best-practices): Key takeaways from the Addepar Office Hours webinar on tracking and reporting on private assets. - [Office Hours: Business Continuity | Addepar](https://addepar.com/blog/addepar-office-hours-business-continuity): Key takeaways from the Addepar Office Hours webinar on business continuity. - [Powering $9 Trillion in Assets with Data and Native AI | Addepar](https://addepar.com/blog/addepar-powers-9-trillion-in-assets-with-data-and-native-ai): In this exclusive WealthBriefing Q&A, Karel Tant explains how Addepar serves 1,400+ firms managing $9 trillion by solving the "zero margin for error" challenge in finance. He highlights Addison, a native AI that uses natural language to amplify human judgment with traceable, portfolio-aware insights. - [What I Learned as a Product Management Intern | Addepar](https://addepar.com/blog/addepar-product-management-intern): A blog post about Addepar Product Management Intern experiences. - [Addepar Raises $140 Million To Build First Unified Platform for the Financial World | Addepar](https://addepar.com/blog/addepar-raises-usd140-million-to-build-first-unified-platform-for-the-financial-world): Addepar announced it has closed a $140 million Series D funding round. - [Addepar Raises $50M in Series C Financing | Addepar](https://addepar.com/blog/addepar-raises-usd50m-in-series-c-financing): Addepar announced that it has raised $50 million in its Series C financing. - [Addepar Exceeds $2 Trillion of Assets on Platform | Addepar](https://addepar.com/blog/addepar-reaches-usd2-trillion-of-assets-on-platform): Blog post on Addepar surpassing $2 trillion in client assets on our platform. - [Addepar Recognized by Morgan Stanley with Fintech Award at Firm's Annual Fintech Summit | Addepar](https://addepar.com/blog/addepar-recognized-by-morgan-stanley-with-fintech-award-at-firms-annual-fintech-summit): Addepar Recognized by Morgan Stanley with Fintech Award at Firm's Annual Fintech Summit. - [Addepar Research takes a fresh look at the topics impacting investment decisions and performance - from timely updates on market and portfolio trends to investment best practices. | Addepar](https://addepar.com/blog/addepar-research-empowering-investment-decisions-that-can-improve-performance): Addepar Research is a team of researchers working with a unique data set to uncover actionable insights. - [Addepar's Data Transformation Journey | Addepar](https://addepar.com/blog/addepar-s-data-transformation-journey-becoming-a-data-centric-company): Discover how Addepar has transformed into a data-centric company, to improve our existing products and create new offerings for our customers. - [Addepar Strengthens Leadership Bench, Hires Industry Veterans | Addepar](https://addepar.com/blog/addepar-strengthens-leadership-bench-hires-industry-veterans): Addepar announced the appointment of several key executives. - [Addepar Surpasses $1 Trillion in Assets on Its Platform | Addepar](https://addepar.com/blog/addepar-surpasses-usd1-trillion-in-assets-on-its-platform): Addepar, announced that it has surpassed $1 trillion in assets on its platform, up from $500 billion just 18 months ago. - [Addepar Surpasses $500 Billion in Assets and Opens Platform API for Integrations | Addepar](https://addepar.com/blog/addepar-surpasses-usd500-billion-in-assets-and-opens-platform-api-for-integrations): Addepar announced major company milestones and significant updates to its technology. - [Abhimanyu Prabhavalkar, Addepar's new Head of Addepar India | Addepar](https://addepar.com/blog/addepar-welcomes-abhimanyu-prabhavalkar-head-of-addepar-india): Abhimanyu Prabhavalkar recently joined Addepar's engineering leadership team as we deepened our commitment to global expansion and R&D investment. - [Addepar's Growth Accelerates, Marked by AltX Acquisition and $140 Million Funding Round in Q2 | Addepar](https://addepar.com/blog/addepars-growth-accelerates-marked-by-altx-acquisition-and-usd140-million-funding-round-in-q2): Addepar announced a strong second quarter and continued company momentum. - [Addepar's New Release Brings Investment Management Into the 21st Century | Addepar](https://addepar.com/blog/addepars-new-release-brings-investment-management-into-the-21st-century): Addepar announced a major update to its platform to power the $120 trillion investment management industry. - [Advisor Q&A: Paving the way for talent with top-tier tech | Addepar](https://addepar.com/blog/advisor-q-and-a-attracting-and-retaining-top-talent): RIAs that leverage technology to their advantage may find themselves attracting and retaining stronger advisors. - [Advisor Q&A: Delivering superior client experiences with better tech | Addepar](https://addepar.com/blog/advisor-q-and-a-technology-elevating-client-engagement): In the RIA industry, tech has become a mainstay - crucial to operational success, and integral to providing the elevated service clients have come to expect. - [AI is only as good as your data: Why clean data wins every time | Addepar](https://addepar.com/blog/ai-is-only-as-good-as-your-data): As AI reshapes financial workflows, data quality becomes decisive. Accurate, unified data helps firms reduce risk and turn AI into real operational value. - [Addepar Earns "Best in Class" in the 2023 Aite Matrix: RIA Portfolio Management and Reporting Systems | Addepar](https://addepar.com/blog/aite-matrix-ria-portfolio-management-and-reporting-systems): Addepar has been named as the "Best in Class'' provider by Aite-Novarica Group in the 2023 Aite Matrix: RIA Portfolio Management and Reporting Systems. - [Capital Activity Dashboard: A faster, smarter way to manage capital activity | Addepar](https://addepar.com/blog/alts-data-management-capital-activity-dashboard): Track and manage upcoming capital calls and distributions with the Capital Activity Dashboard. - [Four key takeaways from our webinar with Bipsync | Addepar](https://addepar.com/blog/bipsync-basis-point-webinar): Learn how Addepar and Bipsync's partnership helps break down data silos and improve decision-making with integrated tech solutions. - [Black History Month | Addepar](https://addepar.com/blog/black-history-month): Black History Month at Addepar: Learn about our commitment to informing, educating, and fostering an inclusive environment for diverse perspectives. - [Building an AI-ready org: From data foundations to culture | Addepar](https://addepar.com/blog/building-an-ai-ready-organization): 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. - [Cameron Industry Spotlight | Addepar](https://addepar.com/blog/cameron-industry-spotlight): Cameron shares his perspectives on how to best approach the challenge of moving to a new wealth-management platform. - [Balancing long-term growth with flexible liquidity: How Camino Partners plans 10 years ahead | Addepar](https://addepar.com/blog/camino-partners-plans-liquidity): With Addepar Navigator, Camino Partners plans years in advance, modeling a diverse portfolio spanning a wide range of assets, including alts. - [Capitalizing alternatives data: private markets benchmarking | Addepar](https://addepar.com/blog/capitalizing-alternatives-data-private-markets-benchmarking): In the complex and opaque world of private markets, accessing high-quality data and actionable insights has long been a challenge. - [Women's History Month: Celebrating Women's Achievements in Wealth Management (part 2) | Addepar](https://addepar.com/blog/celebrating-womens-achievements-in-wealth-management): In our second annual Women's History Month blog post, we again have the privilege to highlight some of the top women in wealth management. - [Attinger relies on Addepar Navigator℠ for asset allocation decisions | Addepar](https://addepar.com/blog/charting-a-path-to-future-outcomes): Attinger relies on Addepar's portfolio projection tool, Navigator, to improve asset allocation decisions - [Enhancing client trust: The Client Portal email experience | Addepar](https://addepar.com/blog/client-portal-email-experience-hackathon-2025): See how one Hackathon team modernized email templates, helping our clients to communicate clearly with their clients, instill trust and combat phishing scams. - [Client Spotlight | Baker Tilly | Addepar](https://addepar.com/blog/client-spotlight-baker-tilly): Integration and innovation: How Baker Tilly leverages Addepar to power optimal Family Office outcomes. - [Callan built a family office to better serve clients' needs | Addepar](https://addepar.com/blog/client-spotlight-callan-family-office): Callan built a family office to better serve their clients' complex financial needs - [Ultra Financial Partners found their perfect tech partner in Addepar | Addepar](https://addepar.com/blog/client-spotlight-ultra-financial): The enhanced capabilities Addepar offers have strengthened our client relationships providing clearer insights and a deeper understanding of their investments. - [View Capital Advisors | Client Spotlight | Addepar](https://addepar.com/blog/client-spotlight-view-capital): Read the Addepar client spotlight here for View Capital Advisors. - [Nicole Sager of FitzRoy Investment Advisors | Client Spotlight | Addepar](https://addepar.com/blog/community-nicole-sager): Read the Addepar client spotlight here for Nicole Sager of FitzRoy Investment Advisors. - [Have Confidence in Executing Fiduciary Duties | Addepar](https://addepar.com/blog/confidence-executing): Advisory industry trends: the move to advice-driven models, complex client needs, and stricter fiduciary duties. Learn how future advisors can succeed. - [How one Addepar team converted 315 data feeds in 3 days | Addepar](https://addepar.com/blog/config-based-feeds-hackathon-2025): The Feeds team maintains thousands of data pipelines that ingest information from countless banks, brokerages and institutions. - [Connecting with the Addepar Community: Shannon Nanry of Align Impact | Addepar](https://addepar.com/blog/connecting-with-the-addepar-community-shannon-nanry-of-align-impact): A conversation covering Align Impact's leadership in impact investing and the role technology plays in meeting the firm's objectives - [Meet Addepar: Arda Sahiner on Building AI at Scale | Addepar](https://addepar.com/blog/context-engineering-for-ai): Meet Addepar engineering leader Arda Sahiner on building trusted AI for complex financial data and why context engineering matters now. - [Instilling client confidence with the Contextual Audit Log | Addepar](https://addepar.com/blog/contextual-audit-log-hackathon-2025): The Contextual Audit Log was developed in direct response to pain points voiced by our clients. The result: a fast, transparent way to investigate data changes. - [Croak Capital chooses Addepar to enhance efficiency | Addepar](https://addepar.com/blog/croak-capital-chooses-addepar-to-enhance-client-service-and-operational-efficiency): Cutting-edge solutions such as the Addepar platform help differentiate Croak Capital in the marketplace and deliver superior value. - [CTO Sessions: Ruchir Swarup, Addepar | Addepar](https://addepar.com/blog/cto-sessions-ruchir-swarup-addepar): Ruchir Swarup oversees the full technology stack of the wealth management technology platform and spearheads the company's research and development efforts. - [Simple Products for Complex Wealth Management Portfolios | Addepar](https://addepar.com/blog/designing-for-private-wealth-management-building-simple-products-for-complex-portfolios): At Addepar, the development process starts with user research, including understanding what issues users are facing. - [Our journey to effective observability at Addepar Trading | Addepar](https://addepar.com/blog/effective-observability): In the world of microservices architecture, understanding how a system behaves is crucial. This is especially true for the Addepar Trading solution. - [Embracing JOOQ for database precision and speed at scale | Addepar](https://addepar.com/blog/embracing-jooq-for-database-precision-and-speed-at-scale): Addepar engineers use JOOQ, Agroal and Quarkus high-throughput systems to increase database precision, speed and scale. See how time spent is really time saved. - [EMEA Wealth Transfer: Tech & Next-Gen Clients | Addepar](https://addepar.com/blog/emea-wealth-transfer): Maturing generations are passing assets to Gen X, Millennials, & Gen Z. Learn how EMEA wealth managers can adapt and meet evolving client needs. - [Advisor Q&A: Exceeding Expectations | Addepar](https://addepar.com/blog/enabling-advisor-capacity): LM Advisors, Belzberg & Co. and Fairman Financial discuss how Addepar has helped them increase advisor capacity and exceed client expectations. - [Streamline Wealth Management Reporting with Addepar | Addepar](https://addepar.com/blog/enhanced-reporting-transforms-operations): Automate your reporting workflows with Addepar. Eliminate manual bottlenecks to deliver client insights with greater speed, consistency and scale. - [Enhancing the workflow: Reporting | Addepar](https://addepar.com/blog/enhancing-the-workflow-reporting): Enhancing the Workflow explores how firms use Addepar to simplify complexity and better serve clients. In this edition, Americana Partners shares how they transformed their reporting process with Addepar. - [Eric Poirier CEO of Addepar on Lessons from $6 Trillion in Assets | Addepar](https://addepar.com/blog/eric-poirier-ceo-of-addepar-on-lessons-from-usd6-trillion-in-assets): Eric Poirier sits down to discuss insights from the platform's investment data on nearly $6 trillion in assets. - [Exploring AI and innovation at the Addepar Summit | Addepar](https://addepar.com/blog/exploring-ai-and-innovation-at-the-addepar-summit): We led an interactive panel discussion on the rapidly evolving landscape of AI, one of the most transformative forces in financial services. - [Enhancing Addepar's Data Models | Addepar](https://addepar.com/blog/faster-cheaper-and-altogether-better): Faster, cheaper and altogether better: Enhancing data models to improve data access and service architecture - [Financial Advisor Tools: More Client Time | Addepar](https://addepar.com/blog/financial-advisor-tools): The ultimate goal for using financial advisor technology tools comes down to building an optimal client experience. Learn more. - [Financial Planning Integrations: Power Up Your Firm | Addepar](https://addepar.com/blog/financial-planning-integrations): Discover how Addepar invests in solutions that give wealth advisors what they need to deliver strong results for clients. - [Five AI trends executives should expect in the next 5 years | Addepar](https://addepar.com/blog/five-ai-trends-executives-should-expect): AI in financial services is shifting to: embedded intelligence, trusted & explainable insights, permission-aware access, proactive risk detection, and vertical, industry-specific tools-designed to amplify human expertise. - [5 Ways Addepar Simplifies Tax Preparation | Addepar](https://addepar.com/blog/five-ways-to-simplify-tax-prep): Discover how Addepar helps advisors optimize clients' tax strategies with detailed reports, flexible settings and total portfolio insights. - [How AI streamlines the alternatives lifecycle | Addepar](https://addepar.com/blog/from-documents-to-descisions-how-ai-streamlines-the-alts-lifecycle): Managing alternative data is manual and error-prone. Addepar Alts Data Management uses AI to automate extraction and standardization, turning complex documents into validated, decision-ready insights. - [Five trends reshaping collectibles reporting | Addepar](https://addepar.com/blog/from-passion-to-portfolio): Explore five trends reshaping collectibles reporting, including the shift from static to real-time valuation, how AI is amplifying human expertise, and the urgency created by the great wealth transfer. - [Addepar Acquires RCI | Real Capital Innovation | Addepar](https://addepar.com/blog/future-view-addepar-acquires-rci-to-help-clients-make-better-investment-decisions): Addepar and RCI are making meaningful innovations to help wealth managers continue to navigate an ever-changing financial landscape. - [GenTrust Scales Alts Efficiently with Addepar | Addepar](https://addepar.com/blog/gentrust-saves-time-and-resources): Helping GenTrust scale to add alternative investments by streamlining workflows, improving accuracy and freeing up time for high-impact initiatives. - [Addepar & Oxford Economics: Alternatives Forecasting | Addepar](https://addepar.com/blog/gold-standard-for-alternatives-forecasting): The Addepar and Oxford Economics integration delivers the gold standard for alternatives forecasting. - [The growth of UAE family offices | Addepar](https://addepar.com/blog/growth-of-uae-family-offices): Discover why the UAE is becoming a hub for family offices, and how Addepar can help family offices thrive in this dynamic region. - [Innovation and client experience at Addepar's Hackathon | Addepar](https://addepar.com/blog/hackathon-2025): Clients sit at the heart of everything we do. Our 2025 Hackathon was no exception, focused on delivering an intuitive experience and easy-to-use platform. - [A Conversation with Three Bridge Wealth Advisors | Addepar](https://addepar.com/blog/helping-clients-envision-their-future): A Conversation with Three Bridge Wealth Advisors and Navigator's Rajiv Sharma - [A better way to manage alternative investments: Save time and reduce risk | Addepar](https://addepar.com/blog/how-alts-data-management-frees-up-time-for-the-back-office): Addepar Alts Data Management streamlines the way firms manage alternatives data with automated document collection, data validation and centralized file storage - [How state-of-the-art automation is modernizing the family office | Addepar](https://addepar.com/blog/how-automation-is-modernizing-the-family-office): Learn how this family office chose technology to dramatically improve the quality, flexibility and timeliness of their reporting across their portfolios. - [Don Nilsson: How I Knew Addepar Was the Company for Me | Addepar](https://addepar.com/blog/how-i-knew-addepar-was-for-me): A Conversation with Don Nilsson, Chief Product Officer at Addepar. - [How RIAs are navigating costs and cultural fit | Addepar](https://addepar.com/blog/how-rias-are-navigating-costs-and-cultural-fit): Leading RIA and MFO firms joined us at the Addepar Summit recently for a behind-the-scenes look at mergers and acquisitions in wealth management. - [How to Keep Your Data Safe and Secure: Security Expert Tips | Addepar](https://addepar.com/blog/how-to-keep-your-data-safe-and-secure): The risk of falling victim to cybercriminals is ever-present. Learn about the precautions you can take to help keep yourself and your clients safe. - [How we're building a faster, smarter Addepar | Addepar](https://addepar.com/blog/how-we-re-building-a-faster-smarter-addepar): Our platform is built to scale alongside your business, helping you navigate an increasingly complex financial landscape with confidence. - [Humans in the Loop: Why Human Oversight Still Matters in AI | Addepar](https://addepar.com/blog/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. - [Discovery Week for RIA Technology | Addepar](https://addepar.com/blog/inaugural-ria-technology-discovery-week): Addepar's Discovery Week: a series of virtual sessions tailored to RIA firm members tasked with solving tough business challenges. - [Innovate with RIA Fintech | Addepar](https://addepar.com/blog/innovate-with-ria-fintech): Fintech has become increasingly important for financial advisors, and that value will only continue to grow. - [Inside Addear: April 2023 | Addepar](https://addepar.com/blog/inside-addepar-april-2023): Inside Addepar is a monthly round-up of Addepar platform updates, research insights and client, partner and company news. - [Inside Addepar | August 2023 | Addepar](https://addepar.com/blog/inside-addepar-august-2023): Read about product innovation and new solutions we're bringing to clients as part of a monthly news round-up called Inside Addepar. - [Inside Addepar: December 2022 | Addepar](https://addepar.com/blog/inside-addepar-december-2022): Read about product innovation and new solutions we're bringing to clients as part of a monthly news round-up we call Inside Addepar. - [Inside Addepar | December 2023 | Addepar](https://addepar.com/blog/inside-addepar-december-2023): Read about product innovation and new solutions we're bringing to clients as part of a monthly news round-up called Inside Addepar. - [New tools, data and access to insights as market shifts continue to surprise | Addepar](https://addepar.com/blog/inside-addepar-february-2023): Inside Addepar is a monthly round-up of Addepar platform updates, research insights and client, partner and company news. - [Inside Addepar | July 2023 | Addepar](https://addepar.com/blog/inside-addepar-july-2023): Read about product innovation and new solutions we're bringing to clients as part of a monthly news round-up called Inside Addepar. - [Inside Addepar | June 2023 | Addepar](https://addepar.com/blog/inside-addepar-june-2023): Read about product innovation and new solutions we're bringing to clients as part of a monthly news round-up called Inside Addepar. - [Inside Addepar | March 2023 | Addepar](https://addepar.com/blog/inside-addepar-march-2023): Read about product innovation and new solutions we're bringing to clients as part of a monthly news round-up called Inside Addepar. - [Inside Addepar | May 2023 | Addepar](https://addepar.com/blog/inside-addepar-may-2023): Read about product innovation and new solutions we're bringing to clients as part of a monthly news round-up called Inside Addepar. - [Inside Addepar | November 2022 | Addepar](https://addepar.com/blog/inside-addepar-november-2022): Read about product innovation and new solutions we're bringing to clients as part of a monthly news round-up we call Inside Addepar. - [Inside Addepar | November 2023 | Addepar](https://addepar.com/blog/inside-addepar-november-2023): Read about product innovation and new solutions we're bringing to clients as part of a monthly news round-up called Inside Addepar. - [Inside Addepar: October 2022 | Addepar](https://addepar.com/blog/inside-addepar-october-2022): Read about product innovation and new solutions we're bringing to clients as part of a monthly news round-up we call Inside Addepar. - [Inside Addepar | October 2023 | Addepar](https://addepar.com/blog/inside-addepar-october-2023): Read about product innovation and new solutions we're bringing to clients as part of a monthly news round-up called Inside Addepar. - [Inside Addepar: Q1 2024 | Addepar](https://addepar.com/blog/inside-addepar-q1-2024): Read about product innovation and new solutions we're bringing to clients as part of a quarterly news round-up called Inside Addepar. - [Inside Addepar | Q1 2025 | Addepar](https://addepar.com/blog/inside-addepar-q1-2025): Read about product innovation and new solutions we're bringing to clients as part of a quarterly news round-up called Inside Addepar. - [Inside Addepar | Q1 2026 | Addepar | Addepar](https://addepar.com/blog/inside-addepar-q1-2026): Read about product innovation and new solutions we're bringing to clients as part of a quarterly news round-up called Inside Addepar. - [Inside Addepar | Q2 2024 | Addepar](https://addepar.com/blog/inside-addepar-q2-2024): Read about product innovation and new solutions we're bringing to clients as part of a quarterly news round-up called Inside Addepar. - [Inside Addepar | Q2 2025 | Addepar](https://addepar.com/blog/inside-addepar-q2-2025): Read about product innovation and new solutions we're bringing to clients as part of a quarterly news round-up called Inside Addepar. - [Inside Addepar | Q3 2024 | Addepar](https://addepar.com/blog/inside-addepar-q3-2024): Read about product innovation and new solutions we're bringing to clients as part of a quarterly news round-up called Inside Addepar. - [Inside Addepar | Q3 2025 | Addepar](https://addepar.com/blog/inside-addepar-q3-2025): Read about product innovation and new solutions we're bringing to clients as part of a quarterly news round-up called Inside Addepar. - [Inside Addepar | Q4 2024 | Addepar](https://addepar.com/blog/inside-addepar-q4-2024): Read about product innovation and new solutions we're bringing to clients as part of a quarterly news round-up called Inside Addepar. - [Inside Addepar | Q4 2025 | Addepar | Addepar](https://addepar.com/blog/inside-addepar-q4-2025): Read about product innovation and new solutions we're bringing to clients as part of a quarterly news round-up called Inside Addepar. - [Inside Addepar | September 2023 | Addepar](https://addepar.com/blog/inside-addepar-september-2023): Read about product innovation and new solutions we're bringing to clients as part of a monthly news round-up called Inside Addepar. - [Addepar and Asia's Wealth Leaders on Navigating Volatility | Addepar](https://addepar.com/blog/insights-from-asia-wealth-leaders): How are Asia's top wealth managers reacting to geopolitical shocks? Addepar's CTO shares platform data on investor behavior and why "planning is the new alpha." - [The future of wealth management: insights from the Addepar Summit | Addepar](https://addepar.com/blog/insights-from-the-first-addepar-summit): RIAs and MFOs joined us at the Addepar Summit. Our conversation covered topics in wealth management including mergers and acquisitions, talent, and using AI. - [Deeper benchmarking insights with Addepar | Addepar](https://addepar.com/blog/insights-with-privatefundbenchmarks): Our Private Fund Benchmarks provide the clarity and data-driven insights investors need to confidently navigate the opaque world of private fund investments. - [RedFlag: Using AI to Scale Offensive Security | Addepar](https://addepar.com/blog/introducing-redflag-using-ai-to-scale-addepar-s-offensive-security-team): Discover RedFlag, a tool that leverages AI to revolutionize Addepar's approach to security scoping and manual testing. - [Introducing the Addepar Investor Sentiment Index | Addepar](https://addepar.com/blog/introducing-the-addepar-investor-sentiment-index): Introducing Addepar Investor Sentiment Index - a transactions-based index of high-net-worth (HNW) and ultra-high-net-worth (UHNW) investor sentiment. - [Investor Sentiment Index | Addepar](https://addepar.com/blog/investor-sentiment-index-pandemic): A look back at 2020 through the lens of the Addepar Investor Sentiment Index. - [Is AI transforming personalization in wealth management? | Addepar](https://addepar.com/blog/is-ai-redefining-personalization-in-the-investment-and-wealth-management-industry): Firms are shifting from more data to smarter context. AI enables scalable, role-specific insights from a single source of truth - enhancing personalization, governance and client trust without adding complexity. - [Meet Addepar: Jamie Signorile helps global banks and asset allocators navigate tech transformation | Addepar](https://addepar.com/blog/jamie-signorile-helps-global-banks-and-asset-allocators): Jamie Signorile leads Global Enterprise Solutions Engineering, demonstrating Addepar's unmatched utility to banks and institutional investors worldwide. - [Juneteenth | Addepar](https://addepar.com/blog/juneteenth): Honoring Juneteenth. Reflecting on the journey of freedom, justice, and ongoing commitment to diversity and equality. - [AddeConf26: Key Takeaways Addepar Clients Can Use Today | Addepar](https://addepar.com/blog/key-takeaways-from-addeconf26-that-you-can-use-today): AddeConf26 key highlights include new AI agents, expanded capabilities in our AI partner Addison and enhanced workflow automation. - [AddeOne: Our Social Impact Initiative | Addepar](https://addepar.com/blog/leading-with-purpose): AddeOne is an initiative to connect every employee's individual passions with the opportunity to contribute to our communities. - [London office expands Addepar's European footprint | Addepar](https://addepar.com/blog/london-office-expands-addepar-s-european-footprint): After expansive growth in clients and product offerings, Addepar is delighted to announce our new London office and the expansion of our European presence. - [Alternatives: Complex to Manage, Clearer with Addepar | Addepar](https://addepar.com/blog/manage-complex-alts-investments): Managing alternative investments is complex. Addepar simplifies the full lifecycle, from onboarding to data visibility, pacing and performance benchmarks. - [Complexity to clarity: Managing alternatives with Addepar | Addepar](https://addepar.com/blog/managing-alternative-investments-in-a-changing-landscape): Addepar's platform helps investors better manage alternative investments, for additional diversification, income and exposure to different economic drivers. - [Measuring Product Success | Addepar](https://addepar.com/blog/measuring-product-success): Fintech success hinges on intuitive UX. Learn how Addepar's focus on usability empowers financial advisors. - [Meet Addepar Board Member: Juan Sabater | Addepar](https://addepar.com/blog/meet-addepar-board-member-juan-sabater): Interview with Juan Sabater, Valor Equity Partners Co-President and Partner. - [Meet Addepar: Kelly Paisley on growing up in the industry and leading at Addepar | Addepar](https://addepar.com/blog/meet-addepar-kelly-paisley): Our Meet Addepar series highlights the people behind the platform. This time we sat down with Kelly Paisley, who manages a team of account executives serving mid-market RIAs and single-family offices. - [Meet Addepar: Kendall Preusch | Addepar](https://addepar.com/blog/meet-addepar-kendall-preusch): We speak to Kendall Preusch, a client first mindset and helps shape the next generation of Account Managers at Addepar. - [Meet Addepar: Rhys McCaig on Architecture You Can Trust | Addepar](https://addepar.com/blog/meet-addepar-rhys-mccaig): Rhys McCaig, Principal Enterprise Architect at Addepar, shares why solid architecture is what lets engineers move fast and build AI products with confidence. - [Meet Addepar: Tara Coakley builds trusted partnerships with high-growth clients | Addepar](https://addepar.com/blog/meet-addepar-tara-coakley-builds-trusted-partnerships-with-high-growth-clients): In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Tara Coakley, Head of Strategic Network Firms. - [Meet Addepar with Travis Larsen | Addepar](https://addepar.com/blog/meet-addepar-travis-larsen): We speak with Travis Larsen, Director of the Technical Solutions Architect team at Addepar. He leverages deep experience from years with Goldman Sachs. - [Meet Five Of Addepar's 2022 Summer Interns | Addepar](https://addepar.com/blog/meet-five-addepar-2022-summer-interns): Addepar's AddeU Internship Program creating a community that attracts new and diverse university level talent to contribute to meaningful projects at Addepar. - [Meet the team: Delisha Grant VP, General Counsel | Addepar](https://addepar.com/blog/meet-the-team-delisha-grant-vp-general-counsel): Delisha Grant, Addepar's VP-General Counsel discusses her career journey and why she believes Addepar is a great place to grow. - [Meet the Team: Jijoe Vurghese | Addepar](https://addepar.com/blog/meet-the-team-jijoe-vurghese): Interview with Jijoe Vurghese, Senior Director of Software Platform and Infrastructure. - [Meet the Team: Melissa Gundling | Addepar](https://addepar.com/blog/meet-the-team-melissa-gundling): Interview with Melissa Gundling, Private Placements Associate. - [Meet the Team: Sairam Suresh | Addepar](https://addepar.com/blog/meet-the-team-sairam-suresh): Interview with Sairam Suresh, Director of Engineering, Partnerships & Integrations - [Meet the Team: Tamar Weseley | Addepar](https://addepar.com/blog/meet-the-team-tamar-weseley): Interview with Tamar Weseley, Senior Software Engineering Manager. - [Modernization is a mindset | Addepar](https://addepar.com/blog/modernization-is-a-mindset): Modernizing your tech stack is more than new tools, it's a strategic shift that drives growth, boosts efficiency and elevates the client experience. - [Modernizing Addepar: How we're taking a client-first approach to redesigning our platform | Addepar](https://addepar.com/blog/modernizing-addepar): 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. - [Morgan Stanley Partners with Addepar to Bring Innovative Platform to Private Wealth Management | Addepar](https://addepar.com/blog/morgan-stanley-partners-with-addepar-to-bring-innovative-platform-to-private-wealth-management): Addepar announced a Morgan Stanley partnership to deliver its industry-leading investment management platform to their top Private Wealth Management teams. - [Naming our AI assistant, Addison | Addepar](https://addepar.com/blog/naming-our-ai-assistant-addison): Names have far-reaching implications. - [Navigating technology transformation for enterprise firms | Addepar](https://addepar.com/blog/navigating-tech-transformation-enterprise-firms): Discover how leading enterprise firms are transforming with Addepar, leveraging data, AI and partnerships to scale personalized client experiences. - [Scenario Planning for Institutional Investors | Addepar](https://addepar.com/blog/navigator-the-power-of-preparation): Discover how institutional investors use Addepar Navigator to forecast risk, reduce cash drag and make data-driven allocation decisions. - [Office Hours: Managing Risk in a Market Downturn | Addepar](https://addepar.com/blog/office-hours-managing-risk-downturn): Key takeaways from the Addepar Office Hours webinar on how to manage risk and liquidity in today's rapidly shifting landscape. - [Addepar Office Hours: Connecting with Clients Remotely | Addepar](https://addepar.com/blog/office-hours-webinar-series-pt-1): We launched an Office Hours webinar series where experts share key communication tools and best practices to help financial advisors and teams provide their clients with real-time portfolio visibility, even at a distance... - [Onboarding with Addepar: The First 30 Days | Addepar](https://addepar.com/blog/onboarding-with-addepar-the-first-30-days): If you're looking to migrate historical data from a legacy system to a modern platform, the process can be daunting. It doesn't have to be... - [Celebrating Parents at Addepar | Addepar](https://addepar.com/blog/parents-at-addepar): Through AddeParents, we have built a community to share our experiences working in a fast-paced, startup environment in the fintech space, while also balancing time with our families... - [Defect Leakage: Pragmatic Path to DORA Quality Maturity | Addepar](https://addepar.com/blog/path-to-dora-aligned-quality-improvement): We built a DORA-aligned quality system for software delivery using defect leakage as a pragmatic, structured starting point. DORA makes quality gaps visible and drives continuous, measurable improvement. - [Plan with confidence: Forward-looking investor clarity | Addepar](https://addepar.com/blog/plan-with-confidence-how-investors-gain-forward-looking-clarity): Investors can replace static spreadsheets with dynamic forecasting and unified oversight to plan with confidence and clarity. - [Alternative investments reporting for enterprise and private banks | Addepar](https://addepar.com/blog/private-banks-unlock-full-potential-alternatives-modern-wealth): Addepar helps private banks and enterprises standardize complex alternatives, gain total portfolio visibility and elevate client experiences. Learn more. - [Why Your Tech Stack Is Stuck in Shadow Accounting | Addepar](https://addepar.com/blog/private-markets-new-standard-old-tech): $32T in private market AUM requires modern infrastructure. Discover how Addepar helps GPs eliminate shadow accounting and achieve on-demand insights. - [Addepar: Putting AI inside investment management workflows | Addepar](https://addepar.com/blog/putting-ai-inside-investment-management-workflows): Addepar embeds AI directly into workflows to automate the extraction and standardization of complex documents. This turns manual tasks into structured, actionable insights via their AI partner, Addison. - [Quality Conversations Start with the Right Technology | Addepar](https://addepar.com/blog/quality-conversations-start-with-the-right-technology): Since the 2009 market bottom, registered investment advisors (RIAs) have enjoyed a bull market. Triple-digit returns have directly contributed to the bottom-line profits of many AUM-based firms... - [5 questions every executive should ask before adopting AI | Addepar](https://addepar.com/blog/questions-executives-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. - [R&D Builds "Addepar Research" | Addepar](https://addepar.com/blog/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. - [Meet Addepar: Rajiv Sharma helps drive investor insights with total portfolio projection tooling | Addepar](https://addepar.com/blog/rajiv-sharma-drives-investor-insights-with-portfolio-projections): Rajiv Sharma leads product development for Addepar Navigator, guiding innovation to help investors model portfolio outcomes, plan liquidity and test strategies. - [RBC Wealth Management-U.S. and Addepar Collaboration | Addepar](https://addepar.com/blog/rbc-wealth-management-chooses-addepar): Addepar provides RBC Wealth Management advisors with robust data aggregation and reporting capabilities, and customizable visualization of client portfolios. - [RBC Wealth Management-U.S. Transforms Portfolio Aggregation and Reporting for Advisors with Addepar | Addepar](https://addepar.com/blog/rbc-wealth-management-u-s-transforms-portfolio-aggregation-and-reporting-for-advisors-with-addepar): RBC-U.S. brings Addepar's unparalleled experience and real-time reporting capabilities to its 2,100+ advisors. - [Saving Time with Tech: Financial Advisor Digital Transformation | Addepar](https://addepar.com/blog/reclaim-time-upgrade-legacy-systems): 92% of financial firms still rely on legacy technology - but modern tech solutions like Addepar can save time and give firms a competitive edge. Find out more. - [5 Tips for Financial Advisor Remote Work | Addepar](https://addepar.com/blog/remote-work-5-tips): When financial advisors' digital communication risks getting lost in translation, how do you maintain confidence and stay connected? - [Report generation - scaling with our clients | Addepar](https://addepar.com/blog/report-generation-scaling-with-our-clients): As client demand surged, our PDF-report generator went from 500K reports in 2017 to 6M in 2022 - a 12X increase. Here's how we rebuilt report generation to scale reliably and meet enterprise-grade demand. - [Introducing Addepar's Client Advisory Board | Addepar](https://addepar.com/blog/ria-client-advisory-board): We're thrilled to welcome some of the industry's leading voices to Addepar's inaugural Client Advisory Board. - [How RIAs Navigate Organic and Inorganic Growth Strategies | Addepar](https://addepar.com/blog/ria-organic-inorganic-growth-strategies): Private equity, M&A and tech are reshaping RIA growth. Learn how firms scale with intention while focusing on culture and long-term alignment. - [RIA Technology Platforms | Performance Reporting | Addepar](https://addepar.com/blog/ria-technology): Discover how innovative RIA technology can streamline daily processes, boost growth, and enhance client relationships. - [Shaping the Future of Wealthtech Together at AddeConf25 | Addepar](https://addepar.com/blog/shaping-the-future-together-at-addeconf25): Discover key insights from AddeConf25 as Addepar, clients and partners collaborate to simplify complexity and shape the future of wealth management. - [Simplifying alternatives data management: a solution for unstructured and disaggregated investment data | Addepar](https://addepar.com/blog/simplifying-alternatives-data-management): 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. - [Addepar Integration Center: Simplifying the Tech Stack Build | Addepar](https://addepar.com/blog/simplifying-the-tech-stack-with-addepar-integration-center): Addepar's Integration Center allows you to discover and explore our network of partners who offer technology, data and services to our mutual clients. - [Solving Engineering Challenges That Make a Difference: Ruchir Swarup | Addepar](https://addepar.com/blog/solving-engineering-challenges-that-make-a-difference): Find out what makes Addepar so exciting for engineers, and learn about the opportunities to make a difference by putting clients at the center. - [Standing Taller on a Platform | Addepar](https://addepar.com/blog/standing-taller-on-a-platform): In the last several years, the concept of "platform engineering" has gained considerable traction in enterprise software engineering. - [Steve - Stefan Industry Spotlight | Addepar](https://addepar.com/blog/steve-stefan-industry-spotlight): Addepar is uniquely able to aggregate seemingly disparate data into a single platform. - [Structuring Effective Engineering Teams: A Must-Read for Tech Leaders | Addepar](https://addepar.com/blog/structuring-effective-engineering-teams-a-must-read-for-tech-leaders): The word "reorg," has become a periodic source of frustration for most people working in a business environment of any non-trivial size. - [Operational agility at scale: Supporting trillions in assets via schema partitioning | Addepar](https://addepar.com/blog/supporting-trillions-in-assets-via-schema-partitioning): Addepar uses multi-schema database architecture to achieve operational flexibility, high performance and improved safety. Learn how. - [Take 5, A conversation with Bob Miller, CEO of PCR | Addepar](https://addepar.com/blog/take-5-a-conversation-with-bob-miller-ceo-of-pcr): I'm joined by Bob Miller, CEO of PCR. Bob is a fintech veteran, with experience leading multiple financial technology firms under his belt. In 2017 he joined PCR as CEO to transform the firm into a leading private client wealth aggregator... - [Take 5, A Conversation with Eric Lansky of StoneCastle Cash Management ('StoneCastle') | Addepar](https://addepar.com/blog/take-5-a-conversation-with-eric-lansky-of-stonecastle-cash-management): We sat down with Eric Lansky, President of StoneCastle to find out more about FICA For Advisors... - [Take 5, A Conversation with Raphael Haas, Founder and CEO of Melting Point Solutions | Addepar](https://addepar.com/blog/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... - [Five key takeaways from the Addepar Enterprise Summit | Addepar](https://addepar.com/blog/takeaways-enterprise-summit25): Explore five key insights from the Addepar Enterprise Summit, from AI and data strategy to culture, agility, and client-focused innovation. - [That's a wrap on AddeConf24 - Build, Grow, Scale | Addepar](https://addepar.com/blog/thats-a-wrap-on-addeconf24): Write-up of AddeConf24, Addepar's second annual innovation and technology conference, on the theme of 'Build, Grow, Scale'. - [The Art of Technical Translation | Addepar](https://addepar.com/blog/the-art-of-technical-translation): No matter what your career path is, it is likely you have served as a technical translator. It's also possible that you didn't even realize you were doing it. - [The Financial Graph | Addepar](https://addepar.com/blog/the-financial-graph): Our platform consumes not only financial instruments and holdings, but the accounts that custody those holdings, and any legal entities that exist. - [The limitations of AI start with data | Addepar](https://addepar.com/blog/the-limitations-of-ai-start-with-data): AI is only as effective as the data behind it. Learn why fragmented financial data limits AI adoption and how firms are modernizing their foundation. - [The new table stakes: Why AI will be non-negotiable in modern financial services | Addepar](https://addepar.com/blog/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. - [Top 3 Tips For Moving Clients to Mobile | Addepar](https://addepar.com/blog/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... - [Top 5 Questions From Our National Client Call | Addepar](https://addepar.com/blog/top-5-questions-from-our-national-client-call): We recently held our annual National Client Call. It offered a chance to look at our accomplishments in 2019 and what we're working on as we charge into 2020. In case you missed it, check out the top 5 questions we discussed... - [Bringing transparency to private markets with Addepar. | Addepar](https://addepar.com/blog/transparency-and-clarity-to-alternatives): Bringing transparency to private markets: Learn how Addepar's latest solutions enhance data clarity, streamline workflows and optimize alternative investments. - [Transparent Portfolio Query Performance | Addepar](https://addepar.com/blog/transparent-portfolio-query-performance): Views and reports offer an incredibly flexible way to filter, group by and analyze your portfolio data. - [UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting for Ultra High Net Worth Clients | Addepar](https://addepar.com/blog/ubs-partners-with-addepar): UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting for Ultra High Net Worth Clients - [What Does Pride Mean to You? | Addepar](https://addepar.com/blog/what-does-pride-mean-to-you): During this Pride month, AddePride wishes to extend our greetings to our members, allies, and friends for their continued support. We also want to acknowledge that this year, Pride is different... - [What Sets The Next-Generation Firm Apart? | Addepar](https://addepar.com/blog/what-sets-the-next-generation-firm-apart): With so many unknowns on the horizon, a digital presence is more important than ever in order to maintain strong client relationships. - [The Who's Who Of Addepar Avatars | Addepar](https://addepar.com/blog/whos-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. - [Why Billing Helps Build the Foundation of Client Trust | Addepar](https://addepar.com/blog/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... - [How to Win in M&A: Consolidate on a Unified Tech Platform | Addepar](https://addepar.com/blog/win-in-acquisitions-with-a-unified-platform): Fragmented tech creates operational debt. Consolidate onto a unified platform to drive growth, increase firm value and streamline M&A integration. - [Why some firms win clients faster than others in the age of AI | Addepar](https://addepar.com/blog/winning-clients-faster-in-the-age-of-ai): As AI becomes table stakes in investment management, where it's implemented is just as important as how. See where winning firms leverage AI to grow and scale. - [Women's History Month: Achievements in Wealth Management | Addepar](https://addepar.com/blog/womens-history-month): In this Women's History Month blog post, we highlight some of the top women in wealth management. ## Legal & Compliance - [Anti-Modern Slavery Statement | Addepar](https://addepar.com/legal/anti-modern-slavery-statement): Addepar, Inc. and its affiliates (collectively "Addepar") have a zero-tolerance approach to modern slavery. - [Cookies Policy | Addepar](https://addepar.com/legal/cookies-policy): Find the Addepar Cookies Policy here. - [Data Pledge | Addepar](https://addepar.com/legal/data-pledge): We take the security and privacy of client information very seriously. - [Data Privacy Framework Privacy Policy | Addepar](https://addepar.com/legal/data-privacy-framework-privacy-policy): Privacy Shield Privacy Policy - [Integration Center Disclaimer | Addepar](https://addepar.com/legal/integration-center-disclaimer): Read the Integration Center Disclaimer for Addepar here. - [Terms of Use | Addepar](https://addepar.com/legal/legal-notice): Terms of use - [Addepar data integrations through Plaid | Addepar](https://addepar.com/legal/plaid-data): By connecting accounts to Plaid, clients and their advisors can connect financial institutions, other data providers, and advisors. - [Privacy Policy | Addepar](https://addepar.com/legal/privacy-policy): Find the Addepar Privacy Policy here. - [Third Party Provider Terms | Addepar](https://addepar.com/legal/third-party-provider-terms): Addepar, Inc. ("Addepar") offers services to its customers and partners (the "Services") that may include data or other products from third parties. ## Other Pages - [Institutional Allocators | Addepar](https://addepar.com/institutions/allocators): Empowering endowments, foundations, sovereign funds and pensions. Track and model any investment type on one platform for a more holistic view. - [Fund Manager Portfolio Management & Reporting Software | Addepar](https://addepar.com/institutions/fund-managers): Unlock the power of your data with the accuracy, flexibility, speed and security you deserve. Find out more about Addepar for Fund Managers. - [Pune | Addepar](https://addepar.com/offices/pune): Our new state-of-the-art facility housing cross-functional teams, including global R&D and operations. A key part of our strategic growth plan. - [Investment Portfolio Management Platform | Asset Aggregation Software | Addepar](https://addepar.com/product-overview/addison): A platform built to simplify complexity. Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology. - [ADX | Addepar](https://addepar.com/product-overview/adx): Leading the industry since 2009, Addepar is a global data and AI company serving the financial services ecosystem. The Addepar platform is trusted by financial professionals globally and powers more than 9T in assets across 1,400+ clients and 60+ countries. - [Alts Data Management Software | Enhance Alternative Investment Reporting | Addepar](https://addepar.com/product-overview/alts-data-management): Manage alternatives data effortlessly with automated document collection, data extraction and processing. Find out more. - [Navigator | Addepar](https://addepar.com/product-overview/navigator): With Navigator, you move beyond historical data to plan for future outcomes and gain insight into liquidity and portfolio performance. - [Sandbox | Addepar](https://addepar.com/product-overview/sandbox): Enhance deployment cycles and team readiness in a dedicated space where you can break, build and perfect without disrupting your live production environment.