Wealthtech Addepar Report: Investor Sentiment Suggests Further Increases in Activity During H2 2023

Inside Addepar, a recap of key Addepar platform updates, research insights and client, partner and company developments, has shared that in July 2023, the firm introduced new product enhancements, which include “scheduling for daily reports and customizable charts in Navigator.”

The Addepar Research team published a new report about “elevating investment memos and enhancing performance.”

Clients can now “use a single schedule to run daily reports, rather than a separate schedule for each day of the week.” The daily report feature adds a “Daily” option to the report scheduler, so you can easily “run reports every day without manual workarounds.”

Navigator, Addepar’s portfolio projection tool, “allows an investment manager to understand what a portfolio might look like in the future based on expected returns and cash flows.”

Now, users can customize Navigator chart colors “to their preferred specifications to match their firm’s branding and align with their other Addepar reports.”

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

As noted in the update, 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 covering insights from Q2.” In the report, you’ll find commentary “on current market conditions across the secondary market, late-stage private funding and the evolving IPO landscape.”

The secondary market for venture-backed companies may “have found its bottom with moderately increasing activity at reset price levels.”

As mentioned in a blog post, late-stage capital invested, “down significantly from prior highs, showed signs of forming a floor.”

Conditions and investor sentiment both seem “to suggest further increases in activity during the second half of the year.”

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

Research & Insights

Investment memos are “a critical part of most investment processes.”

In fact, 97% of the professional investors Addepar surveyed “use memos to assess new opportunities, yet there’s practically no published research on best practices for writing and using memos given their largely confidential nature.”

By building on client surveys and case studies, this Addepar Research report “shares new methods to improve investment memos and enhance performance.”

Addepar Community Updates

New Integrations:

“We’re proud to share new partnerships with IMTC and Luminary. IMTC informs the fixed income analysis process with a more complete picture of overall investment strategies by syncing clients’ portfolio data from Addepar. Luminary builds a comprehensive view of a client’s estate, family and financial information.”

Arch Upgrade:

“We are excited to announce an upgrade to our integration with Arch, an alternatives data management and K-1 collection partner. Arch now connects to Addepar’s Documents API, allowing capital calls, account statements, and other files to seamlessly and securely pass between the Arch and Addepar platforms.”

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.”

As clarified in the announcement, Marketplace and brokerage services “are provided by Acervus Securities, an Addepar company and SEC-registered broker-dealer and member FINRA/SIPC.”

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