Wealthtech Addepar Introduces New Ways to Identify Key Performance Metrics

In December 2022, Addepar is introducing a new way “to spotlight key performance metrics in the Client Portal for web with changes to mobile slated for next month.”

Addepar is also pleased “to announce individual table and chart filters in Analysis views.” You’ll also “find the latest Investor Sentiment Index data that helps you understand how investors are adjusting their portfolios based on actual transactions.”

Addepar users can now “choose to feature four key performance metrics for your clients within the new Client Portal Overview page on Portal web.” This enhancement will soon be “available on Addepar Mobile with the production launch in January 2023.”

Client Portal Overview “provides a concise recap of investment performance along with your email and phone number in the event your clients have follow-up questions.”

Addepar’s Analysis feature “allows users to look at their portfolio performance at any level of granularity.” Now, you can “apply filters to individual tables and charts, making data visualization in views even more flexible.” Filter configurations also “work with views saved to reports so that users don’t have to manually filter each table and chart in the Report Editor.”

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.”

October’s key observations:

  • The November headline sentiment reading was bearish at -2.5.
  • Similar to the previous month, markets rallied and the number of portfolios selling equities outpaced the number of portfolios purchasing equities.
  • Investors rotated into consumer defensive and financial services while rotating out of communication services and consumer cyclical sectors.

In other updates shared by the firm, UBS announced “that it has launched a new offering in collaboration with Addepar and Mirador that brings Addepar’s data, analysis and reporting capabilities to UBS advisors in the U.S., so that they can help clients make more informed, data-driven decisions to meet their goals.”

The firm recently hosted their Fall 2022 edition of Addepar HackWeek, where every employee is “encouraged to help transform how we and our clients do business through new ideas and solutions.”

Addepar recently “launched Giving Month, a program designed to allow our colleagues to volunteer their time and give back to their communities.”

The team “prepared food donations, toys and clothes for more than 6,500 families in need and partnered with organizations like God’s Love We Deliver, Little Essentials, Second Harvest Silicon Valley, SF Marin Food Bank and Utah Food Bank.”

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 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 capabilities “to include Navigator for scenario modeling and AdvisorPeak Trading & Rebalancing to address portfolio drift.”

Marketplace and its brokerage services “provided by Acervus Securities, an Addepar company and SEC-registered broker-dealer and member FINRA/SIPC.”

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