Addepar announced a series of new AI, data, and workflow automation capabilities at its annual AddeConf26 conference, expanding the company’s push to embed artificial intelligence directly into the workflows used by investment professionals. The updates build on the earlier launch of Addison, Addepar’s native AI experience, and are designed to help firms unify data, improve operational intelligence, and support more informed investment decision-making across increasingly complex global portfolios.
Among the announcements, Addepar previewed new AI agents aimed at streamlining operational workflows while maintaining human oversight. The company said its upcoming data operations agent will help teams identify and resolve data issues more efficiently, reducing the time required for manual investigation and reconciliation while improving data quality at scale.
The company also unveiled enhancements to Addison, including expanded access to alternatives and private markets data, enhanced visualizations, and additional partner integrations. These updates are intended to help firms surface deeper portfolio insights while identifying emerging risks and opportunities throughout the investment lifecycle.
Addepar also introduced new capabilities tied to Addepar Data Exchange (ADX), which launched earlier this year. The updates include expanded connectivity features, enhanced dashboards, and deeper integration with Addison. The company said new APIs and integrations with CRM, cloud data, and business intelligence platforms will help firms unify and govern data across broader technology ecosystems.
In private markets, Addepar launched new functionality designed to improve visibility into portfolios and provide greater transparency into underlying risk, exposure, and liquidity drivers. The updates include expanded private fund look-through capabilities, pacing analysis workflows, and capital activity dashboards intended to help firms monitor cash flows, improve oversight, and optimize liquidity management.
The company also previewed enhancements to its client experience offerings, including updates to client portals, reporting tools, and mobile functionality. New features include expanded white-label mobile experiences for iOS, additional Android functionality, secure messaging, enhanced client notifications, broader reporting template libraries, and deeper integration with Addison’s AI capabilities. Addepar said the updates are intended to help firms deliver more personalized and connected client engagement at scale.
Addepar noted that more than 1,400 firms globally use the platform to manage and advise on approximately $9 trillion in assets. The company operates across 60 countries and integrates with more than 650 software, data, and consulting partners.
KEY QUOTES:
“AddeConf26 demonstrated how Addepar has become the AI-native platform that turns complexity into a competitive edge. We are focused on eliminating friction and increasing connectivity across the entire investment lifecycle, delivering unified data, sharper insights, and the operational intelligence needed to drive decisive action and better outcomes for our clients.”
Bob Pisani, CTO, Addepar
