Product Launchllmwealth managementaddeparagents
Addepar Launches Addison AI Portfolio Assistant
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8.2
Addepar has launched Addison, a native AI assistant embedded in its investment platform that allows advisory firms to analyze portfolio data using natural language queries. Built on Addepar’s unified data foundation and proprietary LLM, Addison provides permission-aware, traceable outputs grounded in portfolio data and context. The feature will accelerate analysis of performance drivers, exposures and liquidity and support future agentic workflows.
Scoring Rationale
Official, actionable product launch grounded in firm data; innovation is meaningful within wealth-management but not industry-transforming.
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