ADX extends Addepar’s central data base by activating investment data within systems, workflows, and AI to drive operational efficiency.
Addepar , a global data and AI platform for investment professionals, announced the launch of Addepar Data Exchange (ADX), a managed data environment within the Addepar platform that enables companies to centralize, manage, and activate their data to support investment workflows, analytics, and scalable AI.
With ADX, companies can securely import and synchronize investment data within complex, multi-system environments, bringing together information from the entire ecosystem into a consistent layer with access control. This functionality allows companies to work from a single shared and reliable data source while maintaining seamless integration with existing applications and infrastructure.
ADX builds on Addepar’s multi-year investment in restructuring its data infrastructure to support scalability, performance, and AI-driven workflows for over $9 trillion in assets on the platform. With the help of Databricks, this foundation supports Addepar’s operations internally and is now also being made available to customers via ADX, enabling companies to realize value faster without having to independently set up and maintain complex data infrastructure.
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With ADX, companies can leave fragmented workflows behind and leverage data organization-wide. Information previously locked away in separate systems is structured as connected, dynamic assets that support more advanced applications, such as proposal generation, reconciliation, asset distribution modeling, and market data integration. Most importantly, it provides the high-quality foundation needed to enable AI to function effectively across the entire organization.
“The success of our customers depends on their ability to turn data into a clear strategic advantage within their organization,” says Bob Pisani, CTO of Addepar. “ADX forms a cornerstone of that vision and builds on the foundation we have laid at Addepar, enabling AI to be deeply integrated into the organization and drive operational efficiency.”
As part of the Addepar platform, ADX furthermore expands the capabilities of Addison, Addepar’s native AI experience. Thanks to access to a broader, integrated dataset, Addison can deliver more contextual and traceable results based on a complete picture of the organization. Additionally, companies can extend Addison with their own analytical models and logic to support customized agentic workflows.
With ADX, Addepar offers a purpose-developed, vertically integrated data and AI environment designed for the complexity of financial workflows, providing new capabilities for centralizing, managing, and activating data across the entire enterprise. As companies begin to deploy AI operationally, the ability to bring data together into a consistent, connected foundation will become increasingly decisive for how they operate and compete.
Source: PRNewswire