Wealthtech Addepar Introduces Test and Development Environment, Sandbox

Wealthtech Addepar recently shared key platform developments, research insights and client, partner and company updates.

As noted in a blog post, Addepar Navigator continues “to generate interest from their clients as a tool for managing liquidity for portfolios with significant investments in private capital assets.”

Addepar is highlighting new features within the product and “how one investment firm is using it to forecast cash flows for their clients in commitment-based funds.”

Addepar is “introducing a new test and development environment, Sandbox, new integration partners and upcoming events for Addepar Community members.”

As mentioned in the announcement, Addepar’s Navigator, “a projection tool that enables investment managers to understand what a portfolio might look like in the future based on expected returns and cash flows, now has over 100 client firms and continues to see increased adoption in continued market volatility.”

Recent feature updates “include allowing multiple users to open and run projections using different views at the same time, the ability to override security details such as commitment and inception date coming from Addepar, and the ability to save Addepar views to a configuration.”

With the introduction of Sandbox, clients can “test workflows, iterate on custom and partner integrations, and try or test changes before implementing them into production in a dedicated, low-risk environment.”

Addepar’s Lead Product Manager Steven Lamb explains how Sandbox empowers Addepar clients “to build more confidently.”

Addepar clients can “review the Release Notes for details on our latest product updates.”

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

February’s key observations include:

  • The February headline sentiment was moderately bearish at -2.2.
  • Net trading activity reached historic lows as investors stayed on the sidelines in volatile markets.
  • Investors rotated into consumer cyclicals while rotating out of consumer defensive and industrials.

The firm recently spoke with Attinger, a multifamily investment firm “with approximately 40 clients and more than $600 million in assets under management, about how they leverage Addepar Navigator to help manage liquidity for clients with significant investments in private capital assets.”

Integrations update:

Addepar is pleased “to share a new integration with Vanilla.”

Vanilla enables users “to simplify complex estate plans and financial data with interactive visuals and on-demand reports.”

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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