Wealthtech Firm Addepar Introduces New Security Features, Integrations

Wealthtech firm Addepar has shared their monthly update of activity on their platform along with research insights and client, partner and company developments.

Addepar is introducing a visualized ownership structure along with a Global Security Master Entity Name attribute that “enables users to see total exposure to a company.”

Addepar is also sharing more information “about ongoing Community events, integration updates and how client Align Impact uses Addepar to scale efficiently.”

As mentioned in a blog post, Addepar’s ownership map “displays a portfolio’s ownership structure as a tree so users can see the hierarchy of underlying assets.”

Users can “interact with the graph to see additional details, such as selecting an entity to view its type, value and percent ownership.”

This map makes it easier “to run analysis on underlying assets and to confirm an ownership structure when setting up new clients.”

Addepar users can “apply the new Global Security Master Entity Name attribute as a filter to quickly see total portfolio exposure to a specific company or set of companies.”

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.”

March’s key observations include:

  • The March headline sentiment was moderately bearish at -2.0.
  • Net trading activity continued to be muted despite a rally in equity markets.
  • Investors rotated into consumer defensive and out of both technology and financial services.

As explained in the announcement, Marketplace is “a digital investment platform built for Addepar clients that offers a professionally curated menu of investment opportunities and solutions across private markets.”

Their private company desk recently “published the latest Secondary Market Scorecard that covers what our team saw in Q1.”

In the report, you’ll find insights “on current market conditions across the secondary market, late-stage private funding and the IPO landscape.”

As noted, buyer interest across their desk largely “remained anchored at discounts to prior valuations and sell orders outweighed buy orders by approximately 2:1.”

While late-stage capital invested during Q1 continued to be significantly lower than prior averages, they “started to see news of companies raising at reset valuations.”

Overall, investor sentiment “broadly indicated that the secondary market can present compelling opportunities given limited primary funding and exit activity.”

Marketplace is “offered through Addepar’s affiliate broker-dealer, Acervus Securities, member FINRA/SIPC.”

Integrations update:

The Addepar team is also announcing “a new integration with AltExchange.”

Addepar users “can now use this integration to aggregate alternative investments and send position and transaction data to their Addepar instance via API.”

You can learn more “about their integration partners, explore technical details and onboarding instructions in the Addepar Integration Center.”

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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