Wealthtech Addepar Research: Successful Cash Managers Regularly Refresh Strategies to Current Market Conditions

Wealthtech firm Addepar has shared key updates, research insights and commented on client, partner and company developments.

This past month, Addepar is highlighting “enhanced chart customization capabilities to uplevel reports, as well as the beta release of our in-app import tool to more efficiently bring your clients’ data into the Addepar platform.”

The Addepar Research team published a new report “on cash management, and they recap AddeConf23, Addepar’s annual developer conference.”

Addepar is pleased “to unveil new chart features, types, and customization to enhance your reports and better match your firm’s branding.”

They’ll begin migrating “all legacy charts to new charts on September 22nd and look forward to continuing to release new features and capabilities over the coming months.”

The in-app import tool (beta) “enables you to quickly and easily import your client’s data from .csv and .xlsx templates directly into Addepar.”

Now, upload data from 10+ categories “including attributes, benchmarks, investments, ownership, transactions and more, as well as data for fees and FX assets including designated fee types, options, futures, and forward contracts.”

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

Marketplace, which provides clients with relevant and differentiated private fund investment opportunities, “has continued to pick up momentum, with a successful final close on Mavik Real Estate Special Opportunities Fund, a real estate private credit fund managed by Mavik Capital Management, in Q1 2023.”

The Marketplace team is currently in-market “with four managers across early-stage venture capital, sports-focused secondary private equity, asset-backed lending and emerging market impact growth equity.”

This month, the Addepar Research team “released its latest report on navigating the cash management landscape, sharing recent trends in the cash market and a framework to help investment managers evaluate options for deploying cash.”

They found that “the most successful cash managers regularly refresh their cash management strategies to current market conditions, and they assess tradeoffs between expected return and illiquidity across cash instruments.”

Addepar is also excited “to announce new integrations with Entole and Ridgeway Lane.”

Entole provides “a modular Command Center that centralizes private capital functions, and Ridgeway Lane specializes in platform implementation solutions and services.”

As noted in the update, the Addepar team was proud “to represent at this year’s BNY Mellon | Pershing INSITE Conference in Orlando, Florida.”

Addepar’s Chief Technology Officer Ruchir Swarup and Deputy Head of Research Dan Golosovker spoke about “how firms are leveraging tech and data insights to navigate today’s volatile markets.”

In a conversation with Plaid, Don Nilsson, Chief Product Officer discussed “how Addepar uses Plaid to help investment professionals serve their end-clients by offering real-time visibility into their cash holdings.”

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.”

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