14 workflow automations purpose-built on top of Addepar — no data leaves your system, no parallel tool for your team to learn.
AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Addepar, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running Addepar — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the review pack from Addepar, Black Diamond, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes. Purpose-built for teams running Addepar — uses the native API or agent integration so nothing leaves the system of record.
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise. Purpose-built for teams running Addepar — uses the native API or agent integration so nothing leaves the system of record.
AI runs sanctions, PEP, and adverse-media checks nightly, scores each client, and queues anything above threshold for analyst review — BSA risk in real time, not annually. Purpose-built for teams running Addepar — uses the native API or agent integration so nothing leaves the system of record.
AI pre-screens deals against the fund's thesis in Addepar, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage. Purpose-built for teams running Addepar — uses the native API or agent integration so nothing leaves the system of record.
AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on day 15, not day 45. Purpose-built for teams running Addepar — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every RMD across accounts, drafts the distribution instructions, and confirms execution before year-end — zero missed RMDs across the book. Purpose-built for teams running Addepar — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the consolidated report from Addepar and every connected custodian, drafts narrative commentary per family, and publishes to the family portal — reporting cycle drops from weeks to days. Purpose-built for teams running Addepar — uses the native API or agent integration so nothing leaves the system of record.
AI captures bills from every channel, classifies them per entity in Addepar, schedules payments, and produces a real-time cash dashboard per family — bill pay errors drop to near-zero. Purpose-built for teams running Addepar — uses the native API or agent integration so nothing leaves the system of record.
AI generates K-1s from Addepar partnership data, validates against prior year, distributes to beneficiaries with explanatory notes, and tracks acknowledgement — K-1 season compresses from months to weeks. Purpose-built for teams running Addepar — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the itinerary in Addepar from client preferences and supplier availability, sources reservations, and produces the client-facing document — advisor refines the human touches, doesn't build from zero. Purpose-built for teams running Addepar — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every confirmation in Addepar, chases outstanding ones, surfaces booking conflicts, and notifies the advisor only when human intervention is needed — chase work disappears. Purpose-built for teams running Addepar — uses the native API or agent integration so nothing leaves the system of record.
AI ingests commission statements from every supplier into Addepar, matches against booked trips, flags missing commissions, and sends collections — commission leakage drops to near-zero. Purpose-built for teams running Addepar — uses the native API or agent integration so nothing leaves the system of record.
AI tracks trust corpus, calculates required distributions, produces beneficiary statements from Addepar, and flags trust-term compliance issues — trustee operates with full audit trail. Purpose-built for teams running Addepar — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Addepar for any repetitive process. Tell us what you'd automate.
