Delivering Deeper Analysis by Building Better Attributes
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About the event
We’re excited to have you join us along with Mirador and Vareco Family Office as we explore our custom attributes capabilities.
In the webinar, we’ll explore:
Addepar Custom Attributes and Analytics
Addepar’s Partnership with Mirador
Custom Attributes Showcase:
- Net after-tax
- ESG
- Drift Tracking
- Private Investment Reporting
- Tracking Liquidity (with Vareco Family Office)
Your Speakers
Robin Melnick
Jeremy Langlois
Michael Pakula
Matt Motley
About the event
We're bringing together a dynamic group of visionaries and changemakers to shape the future of our industry.
As a member of our RIA Client Advisory Board, you'll have the opportunity to input on Addeper's strategy and technology and engage with peers on the issues that are most important to you.
Benefit Include:
- Directly influence Addepar's business and product plans
- Preview Addepar enhancement and pilot new product features
- Collaborate and share knowledge, experiences and best practies with a distinguished group or industry leaders and peers
- Engage in thought leadership opportunities with Addepar
Our inaugural virtual event will take place in October and we'd be honored to have you join us. Please let us know by Monday, july20 whether you are able to accept this exclusive invitation.
Your Members
Joe Lonsdale
FOUNDER & CHAIRMAN
Natalie Sunderland
CHIEF MARKETING OFFICERYour Speakers
Joe Lonsdale
FOUNDER & CHAIRMAN
Natalie Sunderland
CHIEF MARKETING OFFICER