Addepar Investor Sentiment Index: Quite Bearish as Number of Investors Trading Below Historical Levels

Wealth management service provider Addepar has highlighted an important evolution for Addepar’s Salesforce integration, announced updates to their analysis tool, shared the latest investor sentiment derived from U.S. equity captured on the Addepar platform, and also provided additional resources for navigating the current market conditions.

As explained in a blog post, Salesforce is “one of the leading CRM systems advisors use, ranked third in market share according to a 2021 Kitces Report on advisor tech.”

Addepar recently added capabilities within the Addepar for Salesforce integration that “make it even easier for you to view and use client and portfolio data in-the-moment.”

Addepar’s new two-way data sync “eliminates the need to manually enter client and legal entity information on both our platform and Salesforce.”

When you create and edit accounts in Sales Cloud and Financial Services Cloud, clients and legal entities are “automatically updated in Addepar.” Additionally, now “send firm data, including ownership structure updates, time-weighted return and account balances, directly to Salesforce and view within the app via Addepar’s new Performance Widget.”

Portfolio data visible in Salesforce reportedly “includes: financial account, balances, month-to-date (MTD) TWR, quarter-to-date (QTD) TWR, inception-to-date (ITD) TWR and total (A combined balance and TWR).”

Daily tasks just became quicker, Addepar revealed. When using the Analysis tool, “no longer wait for frequently-accessed portfolio information to load after the first time you access it each day.”

Now, data in a view is “stored so that when you return, the view opens instantly, rather than loading all of the data again.” This feature will be “on by default, but can be turned on or off in the Personal Settings section of the global navigation bar.”

As mentioned in the update, the Addepar Investor Sentiment Index is “a transactions-based index of high- and ultra-high-net-worth (U/HNW) investor sentiment derived from U.S. equity transactions captured on the Addepar platform.”

September’s key observations:

September headline sentiment reading “was bearish at -1.3.”

As markets sharply sold-off in September, “the percentage of investors trading was significantly below historical levels.”

Investors rotated into defensive sectors “including consumer defensive and healthcare while rotating out of financial services and technology.”

As covered, Addepar is “a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients.”

They’re helping their clients “unlock the power and possibility of more informed, data-driven investing and advice.” Their platform was “created to empower investment managers to make data-driven and more confident investment decisions, and to clearly see how assets are performing and where they might be exposed.”

Most recently, they’ve expanded their capabilities “to include Navigator for scenario modeling and AdvisorPeak Trading & Rebalancing to address portfolio drift.”

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