In a rapidly-evolving investment landscape, if your data infrastructure isn’t designed to integrate AI and scale, it’s only a matter of time before systems fall behind. For some firms, that may already be a reality.

With Addepar Data Exchange (ADX), access your unified data feeds — all normalized, reconciled and query-ready — in a single source of truth. Join our upcoming webinar to learn more about the flexible data foundation.

Senior Product Director Eric Baker and Staff Product Manager Daniela Santisteban will walk through:

  • How Addepar refined its data infrastructure to scale across 9T in assets on platform — now available to clients as ADX
  • A live demo of ADX, including how to integrate data from Salesforce and snapshot historical datasets to track changes
  • A sneak preview of future developments, including integration with Addepar’s AI to automate workflows and Dashboards for clear, centralized insights
See how ADX transforms data into firmwide intelligence. Register today.





RSVP for Webinar

Thursday December 1, 2022

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Register Now

(6) Meeting Details - #details-section

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WEDNESDAY NOVEMBER 18TH

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 2

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 3

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 4

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 5

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 6

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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Event Agenda - #agenda-section

Thursday, December 1st

11:00 - 11:30 AM ET
8:00-8:30 AM PT

Agenda Title 1

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(3) Showcase - #showcase-section

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WEDNESDAY, NOVEMBER 2ND

9:45 am

Speaker: Don Nilsson, Chief Product Officer, Addepar

Helping your firm grow with Addepar: Unlocking the Power and Possibility of More Informed, Data-driven Investing and Advice

Addepar’s culture of constant innovation is key to keeping its leading portfolio aggregation, analytics and reporting platform on the cutting edge of game-changing technologies in fintech. Chief Product Officer Don Nilsson will discuss some of the latest updates to the Addepar platform, including Trading and Rebalancing, Integration Center and the next evolution of the client experience, and explain how these tools enable financial professionals to spend more time delivering value to their clients.

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WEDNESDAY, NOVEMBER 2ND

11:45 am

Speaker: Don Nilsson, Chief Product Officer, Addepar

Helping your firm grow with Addepar: Unlocking the Power and Possibility of More Informed, Data-driven Investing and Advice

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WEDNESDAY, NOVEMBER 2ND

12:45 pm

Speaker: Don Nilsson, Chief Product Officer, Addepar

Helping your firm grow with Addepar: Unlocking the Power and Possibility of More Informed, Data-driven Investing and Advice

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Presenters

Eric Baker

Senior Director, Product
Addepar

Daniela Santisteban 

Staff Project Manager
Addepar

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(25) Member Section - #member-section

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Video 2 Column Section 1 - #video2col-section

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Video 2 Column Section 2 - #video2col-section2

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Legal - #legal-section

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