New updates have been reported about Addepar.
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Addepar has introduced Addepar Data Exchange (ADX), a managed data environment designed to sit at the core of its platform and give investment firms a single, governed source of truth across disparate systems. Built on the company’s re-engineered data infrastructure, which already supports more than $9 trillion in client assets, ADX lets firms securely ingest, standardize and permission investment data across complex, multi-application environments, reducing the need to build and maintain their own data stack.
By turning previously siloed records into a connected, dynamic asset, ADX is intended to power higher-value use cases such as proposal generation, reconciliation, asset-allocation modeling and market-data integration, while providing the reliable data foundation needed for AI to operate at scale. The new environment also extends the capabilities of Addison, Addepar’s native AI layer, enabling more context-rich, auditable outputs and allowing firms to plug in their own analytical models for customized, agentic workflows, which Addepar positions as a key source of operational leverage and competitive differentiation as the industry races to operationalize AI in core investment and client processes.