Addepar launches native AI ‘experience’ for its platform

Addepar has launched its new native artificial intelligence (AI) ‘experience’, Addison, which has been embedded within the platform.

The global data and AI wealth management platform said the release marked a pivotal step in its strategy to deploy native AI, intelligent agents, and intuitive workflows across the investment lifecycle.

It is aiming to enable clients to achieve new levels of operating leverage and deliver more consistent, trusted outcomes at scale.

Addison has been built on Addepar’s data foundation, and looks to extend its capabilities in supporting investment professionals with cutting through complexity across portfolios, data, and workflows.

It provides insights that aim to meet the trust, transparency, and accountability demands of financial services.

Firms that opt in can analyse portfolio information using performance drivers, exposures, and liquidity to turn complex questions into clear and contextual answers.

Addepar said it will continue to invest in Addison to add further capabilities, such as proactive insight delivery, agentic workflows, client intelligence, and client management workflows.

“AI only becomes transformational when it’s trusted enough to sit at the center of how firms operate,” commented Addepar chief technology officer, Bob Pisani.

“With Addison, we have built intelligence directly into the platform and grounded it in unified, trusted data to connect teams across the front, middle and back office.

“Built in partnership with our clients, this approach creates operating leverage, empowers confident decision-making and amplifies human judgment.”

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