Portfolio Drift & Rebalance Alerts for Wealth Managers with Addepar
The Problem
High-Net-Worth Advisory portfolios drift past tolerance in Addepar between scheduled reviews, and the advisor discovers it at the next review — months after the risk changed.
What We Build in Addepar
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.
Addepar Integration Approach
Audit your Addepar configuration
We map the specific Addepar objects, custom fields, and workflows the automation needs to touch for your high-net-worth advisory practice.
Build on the Addepar API or agent
Integration happens inside Addepar — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Addepar with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Addepar instance
30-minute call. We'll look at your actual Addepar setup and show exactly how this workflow fits.