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Governed portfolio intelligence is now available in Claude through the Addepar MCP. Be among the first firms to join the beta, and give your advisors instant, trustworthy answers wherever they already work, grounded in your firm's Addepar data.
Addepar applies each user’s existing access and firm context automatically. Query across public holdings, private funds and household relationships, with coverage for performance drivers, total exposure, capital calls and liquidity.
