Addepar , the New York-based wealth management software platform , has launched three alternative investment tools to help advisors improve their efficiency and make better decisions when managing complex portfolios .

The first tool , Addepar Alts Data Management , will simplify alternatives reporting by collecting and extracting specific information from alternatives documents . By combining artificial intelligence with human verification it will automate workflows , among other things .

The second tool , Addepar ’ s Private Fund Benchmarks , offers quarterly performance data ( and data since fund inception ) to help advisors identify key performance drivers in their private fund investments . The benchmarks are built from aggregated data within the Addepar platform and include some 12,000 funds , 4,400 managers and 115,000 limited partner positions .

Finally , Addepar will offer cash-flow forecasts in its Navigator tool , the firm ’ s advisory platform . The forecasts originate from a combination of an aggregated dataset of capital calls and distributions from across the Addepar platform .

Snappy Kraken Provides AI-Fueled Tools For Advisors

Advisor marketing firm Snappy Kraken is making two enhancements that better incorporate artificial intelligence into its platform . The enhancements are meant to streamline advisors ’ marketing activity while helping them grow their firms , the Ormond Beach , Fla . -based firm said .

The first tool , the Enterprise Hub , gives advisors more control over their marketing plans . Using AI and analytics , the tool optimizes campaign management .

The second tool , an updated version of the Campaigns App , gives advisors the power to launch a personalized marketing campaign with a single click . With assistance from AI , it automates several tasks — such as email scheduling and content delivery . The tool also offers advisors a choice of several campaign templates they can customize .

Rise Launches YouTube Recap Series

Rise Growth Partners , an Austin , Texas-based advisory partnership firm , is rolling out a new weekly market recap series on YouTube entitled “ Rise Up .” This series will offer insights and expert guidance with a focus on key market events and the impact they have on a portfolio , the firm says .

Joe Duran and Terri Kallsen , both managing partners at Rise , will host the show and present guest experts from partner firms who will deliver a wider perspective on how market events impact overall portfolio and financial planning strategies .

The series will air every Saturday on Wealthion , one of YouTube ’ s fastest-growing financial education channels with more than 310,000 subscribers . The channel will connect viewers with an advisor at a Rise partner firm for those looking for advice .

Orion Helps Advisors Reach Wealthy Clients

Wealth-tech firm Orion announced the launch of several platform-wide enhancements to help those advisors working with high-net-worth and ultra-wealthy clients , as well as multi-family offices , and aid them in serving the complex needs of this specific investment segment .

The firm has streamlined its estate planning workflow to provide beneficiary reviews , document uploads , flowcharts , and scenario modeling to address federal and state-level estate taxes and community property nuances . Orion will also provide foreign-exchange capabilities for 100 different currencies , the firm said .

Finally , the Omaha , Neb . -based firm has also added trading tool capabilities to its platform to support comprehensive trust account trading by institutional bank and trust firms . And it will offer an outsourced chief investment officer service to firms in need .

iCapital Makes Improvements To Architect Tool

iCapital has made several improvements to its portfolio construction tool , iCapital Architect . The new enhancements provide education and analytics and make the technology scalable so alternative asset managers can reach the private wealth investor audience .

Among the enhancements , New Yorkbased iCapital will now offer Architect as a white label service to asset and wealth managers so they can offer it as an education product to their audience . The firm will also provide a portfolio allocator that helps advisors create their portfolios based on the unique objectives and constraints of the client . There is also a proposal tool to support easy sharing of portfolio proposals between advisors and their clients .

RFG Launches New Website To Reflect Updated Platform

Birmingham , Ala . -based RFG Advisory , which provides tools for RIAs , has launched a new website to highlight its reconceived platform , one that it says will better assist advisors in building out their business based on the way they are looking to do it , the firm says .

The modified platform offers multiple services , including annual marketing and growth planning sessions , behavioral finance coaching , access to RFG talent , a women ’ s program , and access to an in-house talent agency to help advisors make the hires that work best for their goals , according to the firm .

Advisors can scale their business through the platform , which brings together advanced technology , thoughtfully crafted processes , and consulting services . Advisors will grow much faster through the platform , according to the firm , which added that the platform was a year in the making .

16 | FINANCIAL ADVISOR MAGAZINE | MARCH 2025 WWW . FA-MAG . COM