Addepar, an AI firm for investment professionals, has launched Addison, a new "native" artificial intelligence experience embedded in its platform.
The release marks a key step in Addepar's strategy to deploy native AI — core technology built into a platform rather than simply added on — intelligent agents and intuitive workflows across the investment lifecycle, the company said Tuesday. This will allow financial pros to produce more consistent results at scale, according to Addepar.
Addison amplifies Addepar's core capabilities that help investment professionals ease complexity, and offers insights that fulfill trust, transparency and accountability demands in financial services, the company said.
"AI only becomes transformational when it's trusted enough to sit at the center of how firms operate," said Bob Pisani, Addepar's chief technology officer.
"With Addison, we have built intelligence directly into the platform and grounded it in unified, trusted data to connect teams across the front, middle and back office," according to Pisani. "Built in partnership with our clients, this approach creates operating leverage, empowers confident decision-making and amplifies human judgment."
Addepar supports over 1,400 firms, in nearly 60 countries, that manage and advise on nearly $9 trillion in assets on the platform.
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