Meet Addison, your AI partner designed to think with you
Addison brings AI into your workflow so your team can move from questions to decisions — faster.
Intelligence, right
where you work
Addison understands the portfolio and view you’re in. Ask a question from anywhere and get answers grounded in what you’re already looking at.
Built within your
team’s workflows
Addison supports the teams responsible for driving client outcomes, investment decisions and day-to-day execution.
How can I set up a custom attribute?
Less uncertainty,
faster decisions
Skip the back-and-forth. Addison helps you get to clarity faster so you can focus on what to do next.
What’s driving performance in this portfolio?
Answers, instantly
Ask Addison questions and get clear, contextual responses without the need for extra steps.
Move faster
From client prep to portfolio analysis, Addison helps your team move forward confidently.
Learn as you go
Surface guidance and insights in the moment, so your team gets more from Addepar.
Grounded in trusted data Addison is powered by the structure and depth of Addepar data, delivering answers that reflect your portfolios, your clients and your workflows
