Addepar, a leading technology platform for wealth management, today announced integrations with three key financial planning software providers. These integrations enable a suite of new workflows with eMoney Advisor, Envestnet MoneyGuide and Libretto, allowing advisors to leverage Addepar’s data aggregation, ...
Addepar, a leading technology platform for wealth management, today announced it has entered into a reseller partnership with Mirador, LLC, a services firm that leverages deep financial expertise to provide bespoke financial reporting for U/HNW clients and their investment portfolios. ...
Addepar, a leading technology platform for wealth management, today announced the launch of its mobile app for iPhone, giving financial advisors and their clients the ability to access their portfolio from their smartphones in a self-service, secure way at ...