We are excited to now offer Online Academy courses for all Addepar Clients. These courses are focused on providing you with fundamentals to get you using Addepar Today.
Courses Include:
Getting Started
Learn the fundamentals to get started quickly with Addepar.
25 minutes
Portfolio Value
Learn the best ways to track a portfolio's change in value and net cash flow.
20 minutes
Portfolio Performance
Learn the best ways to track key performance metrics and segment a portfolio’s performance.
20 minutes
Benchmarks
Learn the best ways to assign and compare benchmarks to a portfolio.
15 minutes
Reporting in Addepar
Learn the key fundamentals of reporting in Addepar.
Coming soon!
When
When Oct 17th, 10:00 AM PST
When Nov 7th, 10:00 AM PST