In this quarter’s roundup, we’re highlighting major strides in Addepar’s platform capabilities. We launched Addepar Trading, introduced platform-wide dashboards and expanded our ecosystem with new Summitas and wealth.com integrations. Our strategic partnership with Brazilian market leader Itaú Private Bank marks another significant milestone in our global scale, bringing Addepar’s capabilities to over 1,000 advisors in Brazil. Dive into the details below.
Product Updates
Addepar Trading
Addepar Trading is a new, comprehensive solution that simplifies and streamlines all aspects of trading and rebalancing for portfolios. As an extension of the Addepar ecosystem, Addepar Trading enhances trading operations from inception to execution with a unified dataset, streamlined navigation and efficient workflows.
Learn more about the platform’s enhanced capabilities and its unprecedented ability to scale on our blog, or watch the Addepar Trading webinar recap for more information.
Dashboards
Addepar’s newly released Dashboards offers a customizable and visually appealing way to view strategies, tasks and portfolio data on the platform. Users can easily create and customize dashboards with drag-and-drop elements and resizable widgets, set refresh scheduling, create custom color palettes, and switch between light or dark viewing modes to tailor their experience.
Learn how Addepar client View Capital leverages Dashboards to assess and address firmwide goals and objectives on our blog.
