Addepar

How much capital will be called? When will it come back? What does that mean for liquidity if markets turn? Answering those questions takes takes a model that sees the whole portfolio — private, public and cash — together. Navigator forecasts capital calls, distributions and NAV across the full portfolio, then stress-tests it under bear, bull and pacing scenarios — all inside the system already powering analysis and reporting. A number tells you what might happen. A plan tells you what to do about it. Learn more → https://bit.ly/4fJPIhB

AI adoption in institutional investing is easy to assert and harder to measure. Together with Bipsync, we surveyed 54 asset owners overseeing more than $3 trillion in assets to put numbers to it. Register to join the webinar on October 7th at 11AM ET when Jessica Alvino of Bipsync and Blake Rose of Addepar read the findings together and work through what it takes for a firm to move from AI assistants to AI built into how it operates. https://lnkd.in/e75U6yTr

That's a wrap on the RIA Summit 2026. Thank you to all those that joined us. Follow along as we share post-event takeaways!

Richard Lofgren, Managing Director at Goldman Sachs, joined our CCO Janeen A. France at the Addepar RIA Summit for a candid conversation on how geopolitical risk is showing up in client conversations. We discussed: - How the conflict in the Middle East and energy-driven inflation are affecting risk appetite - The evolving U.S.-China relationship and what it means for clients with international exposure - How advisors can cut through the noise when headlines move faster than fundamentals Thank you to Richard for a wide-ranging discussion on reading geopolitical risk with clarity.

Live from Addepar's RIA Summit, we're discussing how AI’s ROI shows up in the capacity it creates. In a conversation on measuring AI’s impact, CTO Bob Pisani and Head of AI Kunal Gosar explored what that can mean for advisory firms: more room for advisors to engage clients, and more time for analysts and operations teams to focus on forecasting, analysis and higher-value work. That shift takes unified data, workflows that fit the way firms operate and governance for both the technology and the people using it. The demos brought that into focus: Addepar MCP in Claude translating a request into a governed portfolio calculation, and an ADX agent connecting custom integrations and workflows to Addison. What can your team do with the capacity AI creates?

The Addepar RIA Summit is underway. This morning, Chief Client Officer Janeen A. France opened the conversation with a group of RIA leaders whose firms represent a significant share of the assets, ideas and ambition shaping this industry. Janeen framed the moment: AI is moving past pilots into proving real impact, inorganic growth remains a genuine lever for scale, and volatility tests advisors distinguishing signal from noise. Through it all, what differentiates a firm looks more human than ever — judgment, trust and relationships.

The third annual RIA Summit is here! We'll be back at OneHope winery tomorrow and ready for a day of insights, connection and exciting experiences. Tonight we welcome everyone with fantastic food and company.

“You need to marry together the deterministic nature of computation and analytics that Addepar has always delivered with the probabilistic reasoning and synthesis that AI provides.” In a new interview with Citywire RIA, Addepar CTO Bob Pisani shares how we’re building for the next era of investment technology — connecting trusted portfolio intelligence with AI through Addison, ADX, the Addepar MCP connector for Claude for Financial Advisors and an expanding ecosystem of agents. It’s all part of giving investment professionals secure, flexible ways to put their data and intelligence to work wherever they need it. Read the full conversation: https://bit.ly/3VbRVxD

As private market allocations grow, RIAs and MFOs find themselves managing complex liquidity and cash flow needs for an entire book of clients. But forecasting models are only as accurate as the data behind them. Navigator brings forward-looking cash flow modeling that pulls from your own Addepar portfolio data, so you can model liquidity across both public and private investments and not have to worry about updating your inputs with every iteration. Better projections start with better inputs and scale from there. Learn more about Navigator -> https://bit.ly/4q8DOnV