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.
Learn the fundamentals to get started quickly with Addepar.
Learn the best ways to track a portfolio's change in value and net cash flow.
Learn the best ways to track key performance metrics and segment a portfolio’s performance.
Learn the best ways to assign and compare benchmarks to a portfolio.
Reporting in Addepar
Learn the key fundamentals of reporting in Addepar.
When Oct 17th, 10:00 AM PST
When Nov 7th, 10:00 AM PST