Get More Done with Zenzap’s Addepar AI Agent

Zenzap’s Addepar AI agent works across your workflows and alongside your team, all through a familiar chat interface.

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How Zenzap AI Agents Work

Connected

Addepar

Addepar agent

Talk to Addepar Like You Talk to Your Team

Tell your agent what you need in a message or voice note. It can work in Addepar for you, finding information, taking action, and keeping track of tasks.

Dana Reyes

Works for me. Let’s lock that in.

You

Hey @Addepar agent, follow up on our discussion and make the updates.

Addepar agent

Done. It’s all in Addepar.

Automate Workflows with Addepar

Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Addepar.

Your agent, your control

Choose what your agent can access and how it can act in Addepar. Require approval before actions, keep access read-only, or allow approved work to run automatically.

What Can Zenzap’s Addepar AI Agent Do?

Find account and portfolio data

Retrieve supported accounts, holdings, positions, balances, market data, and account activity from Addepar.

Review investment activity

Pull supported transactions, orders, portfolio changes, or account events from Addepar.

Compare holdings and performance

Compare supported positions, allocations, values, or periods using data from Addepar.

Flag portfolio changes

Check Addepar for material account, position, or activity changes that need attention.

Summarize investment data

Bring supported portfolio and account information from Addepar into the chat.

Run recurring portfolio checks

Monitor supported account and holding data and surface meaningful changes.

Security & Compliance

Zenzap’s AI agents are SOC 2, GDPR, and ISO 27001 certified, with full HIPAA compliance and signed BAA for healthcare teams. Your data is never used to train AI models.