Just launched — ADX transforms your data into intelligence

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Don't manage your data, activate it

Make your data a firmwide asset with Addepar Data Exchange (ADX). ADX connects your firm's data ecosystem, powering advanced analytics, AI workflows and trusted portfolio insights across the enterprise.

Take your data from fragmented to foundational

ADX turns disconnected data into a system your business can run on. This managed data environment within the Addepar platform unifies, governs and activates data across your firm — creating a consistent, permissioned foundation for workflows, analytics and AI at scale.

Connect your data

Keep information synchronized across your data ecosystem by connecting Addepar data with warehouses, CRMs and operational systems.

Build trusted analytics and AI

Access reliable, governed and enriched portfolio data ready for advanced investment analytics and AI workflows.

Drive operational efficiency

Spend less time preparing and reconciling data and more time acting on insights with automated data pipelines.

Achieve enterprise-wide governance

Gain full visibility into how portfolio data flows across systems and teams with a secure, governed data layer.

From pipelines to AI-ready

Securely ingest, synchronize and distribute investment data across complex, multi-system environments, turning information from across the ecosystem into a consistent, permissioned layer powering advanced analytics and laying the foundation for AI.

Actionable firm intelligence

Enable every team to make faster, smarter decisions using governed, timely portfolio data.

Accelerated AI implementation

Apply AI and machine learning to accelerate front-office insights, automate back-office workflows and drive connections across teams.

Advanced investment analytics

ADX helps you analyze portfolios, exposures, performance and operational metrics using enriched investment data.

Seamless data movement

Connect Addepar with internal systems and external platforms to automate secure data sharing across the firm.

Trusted data foundation

Aggregate and standardize portfolio data across sources to create a trusted foundation for AI, analytics and reporting.

Your data activated

Demo ADX today

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