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Platform
Introducing Addepar Data Exchange: A new data foundation for modern investment firms
Break down data silos and unify investment data across systems with Addepar Data Exchange to power analytics, automation and AI-ready workflows.
Platform
Product
Navigating a noisy world: Addepar’s insights from Asia’s wealth leaders
Global volatility, geopolitical shocks and tech innovation define the investment landscape. Addepar and Asia's top wealth leaders share insights on the need for a total portfolio view and data-driven planning.
Investor Experience
Industry
Platform
The road to continuous improvement: A pragmatic path to DORA-aligned quality maturity
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.
R&D
Product
Platform
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.
Platform
How one Addepar team converted 315 data feeds in 3 days
For years, the Feeds team operated with a conversion workflow that was effective but imperfect. Daily data exceptions contributed to a growing tech debt. At our 2025 Hackathon, they tackled this head-on.
R&D
Addepeeps
Platform
Plan with confidence: How investors gain forward-looking clarity
Fragmented tools create risk. Discover how investors gain forward-looking clarity with Addepar — replacing static spreadsheets with dynamic forecasting and unified oversight.
Investor Experience
Platform
Expertise
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
How we’re building a faster, smarter Addepar — and what it means for you
Addepar’s platform is built to scale alongside your business, helping you navigate an increasingly complex financial landscape with confidence. In 2025,we’ll deliver short- and long-term value.
Industry
Platform
Expertise
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
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
Powerful updates to enhance client experiences and drive smarter portfolio management
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.
Platform
Five ways Addepar can simplify your clients' tax prep
Optimize your clients’ tax strategies with Addepar. From detailed tax reporting to customizable closing methods, discover five ways Addepar simplifies tax preparation this season and beyond.
Platform
Community
Leveraging automation and innovation to improve outcomes
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.
Platform
Year-end product updates and company milestones
Inside Addepar is a monthly 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.
Platform
New functionality and attributes to fuel growth and scale in 2024
Inside Addepar is a monthly 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.
Platform
Platform innovation continues: Unlocking greater efficiencies and expanded data capabilities
Inside Addepar is a monthly 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.
Platform
Expanding product capabilities for client success
Inside Addepar is a monthly 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.
Platform
Delivering for Clients
Inside Addepar is a monthly 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.
Platform
New insights as market shifts show signs of life
Inside Addepar is a monthly 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.
Platform
Learnings from R&D, partners and the community to uplevel your tech stack
Inside Addepar is a monthly 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.
Platform
Personalizing the client experience: key tools and insights
Inside Addepar is a monthly 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.
Platform
Monitoring market conditions to provide better client solutions
Inside Addepar is a monthly 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.
Platform
Managing market turbulence with Addepar products and services
Inside Addepar is a monthly 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.
Platform
New tools, data and access to insights as market shifts continue to surprise
Inside Addepar is a monthly round-up of Addepar platform updates, research insights and client, partner and company news.
Platform
Inside Addepar: December 2022
Inside Addepar is a monthly 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.
Platform
Inside Addepar: November 2022
Inside Addepar is a monthly 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.
Platform
Inside Addepar: October 2022
Inside Addepar is a monthly 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.
Platform
Financial Advisor Tools that Give You More Time with Clients
High-level software and financial advisor tools aren’t reserved solely for the financial planner. Wealth managers and advisors also find value using these planning tools when developing an investment...
Platform
Innovate with RIA Fintech
Financial technology, or fintech, aims to improve or automate valuable financial services.
Platform
Simplifying the Tech Stack Build with the Addepar Integration Center
A well-balanced operational stack of technology, data and best-in-class services can streamline every aspect of your business–but the process of designing that stack has its challenges.
Platform
RBC Wealth Management-U.S. and Addepar Collaboration Provides Best-in-Class Data Capabilities for Financial Advisors
RBC Wealth Management-U.S. has a network of more than 2,100 financial advisors in 180+ offices managing $542 billion in client assets. Their vision is to provide best-in-class technology experiences for...
Platform
Investor Experience
Industry
Addepar acquires AdvisorPeak
We’re excited to announce the acquisition of AdvisorPeak, a leader in providing agile rebalancing, trading and order management capabilities...
Platform
Addepar Affirms Dominance with the World’s Leading RIAs and Family Offices
Addepar emerged from the 2008 downturn and from the beginning, the platform was built to adapt to market volatility and change. And we certainly saw that in 2020...
Platform
Future View: Addepar Acquires RCI to Help Clients Make Better Investment Decisions
We’re excited to announce that Addepar has acquired RCI so that we can directly offer our clients powerful tools to model and analyze portfolios in a forward-looking way and empower them to continue making...
Platform
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...
Platform
Introducing the Addepar Investor Sentiment Index
Introducing the Addepar Investor Sentiment Index (Addepar ISI)—a transactions-based index of high-net-worth (HNW) and ultra-high-net-worth (UHNW) investor sentiment derived from U.S. equity transactions...
Platform
Addepar Posts Record Quarter and Exceeds $2 Trillion of Assets on Platform
We’re proud to share that Addepar has reached a milestone and surpassed $2 trillion in client assets on our platform...
Platform
How Client Experience Measures Product Success
The success of a product hinges largely on thoughtful design and development that creates a clear and intuitive user experience. The consequences of getting it wrong can mean the difference between...
Platform
The Who’s 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. Feedback comes from all angles: the client, the boss, the boss’s boss...
Platform
Designing for Private Wealth Management: Building Simple Products for Complex Portfolios
High net worth investors have complicated financial portfolios. They are underserved by technology, with most tech providers offering unsatisfying products...
Platform
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...
Platform
Financial Planning Integrations Will Power Up Your Firm
Working alongside clients and deeply understanding their needs has been our approach to identifying which integrations will best supplement Addepar — and ultimately make advisors’ lives easier...
Platform