Addepar has shared its latest platform updates, along with providing research insights, and client, partner and company-wide developments.
For this past month, Addepar is highlighting product updates “that elevate the Client Portal, as well as new attributes in Calculations.”
Addepar also share a number of company updates “to wrap up 2023.” Starting in 2024, Inside Addepar will shift “to a quarterly cadence to give readers more in-depth and well rounded updates.”
Product Updates:
Auto-publish reports to the Client Portal
With this update, you can now set up Addepar to automatically “share scheduled and manually-run reports to the Client Portal and notify contacts of shared reports according to every contact’s preference.”
You can also see which portfolios “have a PDF shared in the Portal on the report’s new Published status tab.”
Auto-publish reports
Calculations
Two new attributes are “available in Calculations this month. Uses Average Cost calculates net average cost for positions and minimizes cost basis issues from international data feeds, while Cost Basis Source shows the method used to determine a position’s cost basis.”
Uses Average Cost attribute
Addepar clients can “review the Release Notes for details on their latest product updates.”
As mentioned in a blog post, earlier this month, Requisite Capital Management Managing Partner Bryn Talkington and Addepar Head of Client Engagement and Success Management Rob Sheahan joined WealthManagement.com “to discuss the unique challenges and opportunities facing the RIA industry in 2024.”
Addepar is also pleased to celebrate “a monumental milestone at Addepar – surpassing $5 trillion in client assets managed on our platform.”
This achievement reflects “the trust, commitment and partnership we share with the 1,000+ client firms we serve around the globe.”
Addepar has also acknowledged Sally Buchanan, Addepar’s Chief Human Resources Officer, for being recognized in the HR Executive of the Year category as part of the Best in Biz Awards 2023. Sally and her team are consistently “investing in Addepar’s culture with clear focus and intention as we grow on a global scale.”
Addepar is also pleased to announce “that Delisha Grant and Janeen France have both been named to the NYC Fintech Women Inspiring FinTech Females 2023 list, which recognizes the amazing work so many inspirational leaders in fintech have achieved this year.”
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. We’re helping our 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 capabilities to “include Navigator for scenario modeling and AdvisorPeak Trading & Rebalancing to address portfolio drift.”
