Addison
by Addepar · AI · New York, United States
AI-driven portfolio insights
What Addison does
- Natural language questioning on portfolios
- Contextual answers grounded in Addepar data
- Portfolio analysis and performance insights
- Integration into existing workflows
- Guidance and insights surfaced in the moment
What Addison is used for
- Ask questions about the current portfolio view
- Prepare clients and analyse portfolios
Who Addison is for
- Wealth managers
- Financial advisors
- Investment professionals
About Addepar
Data and AI platform for portfolio management, alternatives and wealth operations.
Addepar in the vendor registry: its products, features and similar vendors.
Also by Addepar
- Addepar platform: Portfolio data aggregation, analysis and reporting
- Navigator: Scenario modelling for portfolios
- Alts Data Management: Data management for alternative investments
- Private Fund Benchmarks: Benchmarks for private fund performance
- ADX: Data intelligence platform that moves siloed financial data into connected intelligence.
- Sandbox: Secure environment for testing and building applications.
More in this category: AI software for financial services.
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