Wealthtech Addepar Introduces Features Allowing Clients to Run Reports at Enterprise Scale

Addepar has shared key platform updates, research insights and the latest client, partner and company developments.

This month, Addepar is highlighting updates that will “enable firms to run reports at enterprise scale, as well as Client Portal improvements that offer more flexibility and functionality to clients.”

The latest Addepar Research report “explores how a sample of Addepar clients are using CMAs to inform decisions, and we share exciting Addepar community and company updates. Read on to learn more.”

This month, Addepar is also pleased to share two updates “that when paired together, enable firms with larger client bases to streamline and systematize report generation at scale.”

The firm has increased the number of portfolios users “can associate with a report from 20,000 to 50,000, saving time previously spent on the manual duplication process and running of reports.”

They also rolled out “the Report Generation API (Beta) to allow users to run reports from outside the Addepar web application, generating PDFs for each associated portfolio for a given time period.” Simply put, users will now be able “to generate reports for tens of thousands of portfolios at once with the push of a button.”

As they continue to build additional flexibility into Addepar’s new Client Portal, they’re thrilled to introduce side-by-side charts, “a new layout setting that enables users to configure client views to show charts next to each other for easier data comparison.”

Previously, this option was only “available in the existing version of Portal, which will be discontinued later this year.”

In addition, Client Portal users “will now have the ability to filter contacts by portfolio and subscription group to narrow search results with ease.” For example, a user can select a specific portfolio “to show only the contacts affiliated with it.”

Addepar clients can review “the Release Notes for details on our latest product updates. Not a client? Contact our team at bd@addepar.com for more information.”

Marketplace, which provides clients with relevant and differentiated private fund investment opportunities, “held a successful final close in Q3 2023 for a growth equity manager who deploys operational capital across resilient, technology-driven businesses.”

The Marketplace team is currently in-market “with three private investment opportunities: 1) a sports-focused structured private equity fund, 2) a lower-middle-market deep value buyout fund, 3) an emerging market impact growth equity fund.”

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

Investors frequently use capital market assumptions (CMAs) “to help steer fundamental investment activities, namely setting target asset allocation.”

Although CMAs are widely valued even when flawed, “there are very few best practices for CMA selection or implementation.”

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