Addepar stories
Advisers could save hours on prep and compliance as the new Claude plugin links into portfolio, CRM and planning systems, Anthropic said.
The rollout aims to cut manual reconciliation and improve portfolio visibility as wealth managers face rising pressure to automate reporting and client updates.
Financial firms could gain cleaner audit trails and more reliable AI outputs as a managed data layer links investment systems and workflows.
The move will bring product and commercial teams closer to Asian clients as the wealth-tech firm targets faster growth across regional markets.
Addepar launches Addison AI to give wealth managers trusted, natural language portfolio intelligence embedded across its platform workflows.
Wealth managers face mounting pressure to show clearer risk and performance as LGT Wealth Management UK adopts Addepar for more complex portfolios.
Addepar appoints Peter O'Brien as Chief Revenue Officer and Janeen France as Chief Client Officer, boosting leadership amid European expansion.
