New updates have been reported about Addepar.
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Addepar has introduced Addison, a native AI assistant embedded directly into its investment data and analytics platform, marking a major step in its strategy to make AI central to client workflows. Built on Addepar’s unified data foundation developed over more than 15 years, Addison is designed to give investment professionals permission-aware, traceable insights on portfolios, including performance drivers, risk exposures and liquidity, via natural language queries.
The company plans to expand Addison with proactive, market-aware insight delivery and agentic workflows that keep humans in the loop while streamlining data operations, client intelligence and reporting processes. This launch builds on existing Addepar AI tools such as Alts Data Management and Intelligent Statements, and is underpinned by more than $150 million in annual R&D spending, as the firm supports over 1,400 clients in nearly 60 countries managing close to $9 trillion in assets on its platform.