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Addepar Streamlines Workflows with AI-Powered Tools and Integrations

Workflow Management

Business Honor
31 March, 2025

Addepar enhances workflow management with AI-powered tools, automating data handling and improving client service.

Addepar, the industry-leading wealth management technology platform, is set to forge new ground in 2025 with a cascade of improvements that will streamline workflows, strengthen client relationships, and increase operating efficiency. The newest technology from the firm, including AI-powered capabilities and enhanced integration options, focuses on workflow management, which helps investment professionals to free up time, reduce drudgery, and focus on high-margin strategic work.

One of the biggest releases is Addepar Alts Data Management, a groundbreaking AI-powered solution that simplifies alternative investment management. By streamlining sophisticated data processing and delivering real-time insights in-place, within Addepar, the company eliminates the drag of ineffective manual processes and increases data accuracy. The solution is especially useful for diversified portfolio companies of alternative assets so that they can make decisions in an efficient way without being hindered by time-consuming administrative processes.

A strategic partnership with Databricks also increases these capabilities by integrating the best-in-class AI with robust security capabilities. With this collaboration, the data processing processes are accelerated, made intelligent, and more secure to enable companies to manage large volumes of financial data efficiently.

In an attempt to further maximize operations, Addepar is introducing an AI assistant that will provide users with real-time answers and insights. The assistant is meant to automate routine questions to free time from operational delays and enable more productive work such as engaging with clients and making strategic decisions.

To further, Addepar's PrivateFundBenchmarks compliance offers customers the ability to gain access to a comprehensive universe of private market performance data that can enable automated benchmarking and tailored analytics. Integration fuels workflow through delivery of users of real-time transparency into venture capital and private equity, enabling enhanced client reporting as well as portfolio management.

These launches build on Addepar's commitment to workflow automation and management of data, giving wealth management firms the tools they require to make their businesses as efficient as possible and deliver higher-quality client service at scale.