WealthStack Roundup: Addepar Unveils AI Agents, Data Tools at AddeConf26

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The wealthiness management, analytics and alternatives aggregation level supplier Addepar, which manages $9 trillion successful assets for much than 1,400 firms globally, announced caller AI agents, information connectivity features and workflow automation capabilities astatine AddeConf26, its yearly innovation conference.

The institution previewed a information operations cause designed to assistance teams place and resoluteness information issues much efficiently, reducing manual probe clip portion improving information prime astatine scale.

Addepar has besides added enhancements to Addison, its autochthonal AI experience launched successful March, including expanded entree to alternatives and backstage markets data, improvements to visualizations and further spouse integrations, according to the company.

The steadfast besides introduced caller connectivity capabilities for Addepar Data Exchange, which it rolled retired earlier this month, including APIs and integrations with CRM, unreality information and concern quality platforms.

New backstage markets functionality includes expanded backstage money look-through capabilities, pacing investigation workflows and superior enactment dashboards to assistance firms show currency flows and optimize liquidity, according to the company.

Addepar besides previewed lawsuit acquisition capabilities, including expanded white-label mobile experiences for iOS, extended mobile functionality for Android, unafraid messaging and enhanced lawsuit notifications.

YourStake Acquires Values-Based RIA First Affirmative

YourStake, a exertion level for values-based fiscal advisors, announced the acquisition of First Affirmative, a values-based RIA with astir $1 cardinal successful AUM. The steadfast volition relaunch nether the sanction Formative. 

YourStake’s exertion volition assistance Formative physique a tech-powered squad to enactment fiscal planning, operations, marketing, tax, property and backstage interaction investing services. Launched successful precocious 2019, initially arsenic an ESG level for advisors, YourStake focuses connected helping instrumentality values-aligned investing astatine scale, including interaction analytics and personalized portfolio construction. YourStakes continues to run arsenic an autarkic exertion company, with an accusation obstruction betwixt it and Formative.

“Formative is our astir broad implementation of the YourStake Platform,” said YourStake co-founder Patrick Reed successful a statement. “Every workflow we refine done Formative makes the exertion shaper for each advisor utilizing YourStake.”

First Affirmative has been 1 of the earliest adopters of YourStake, with the 2 firms antecedently partnering connected launching a values-based nonstop indexing merchandise called VADIS.