Date & Time
December 1, 2021 at 1:30 pm ET / 10:30 am PT
Location
303 Bryant Street, Mountain View, CA
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Your clients’ growing interest in alternative investments is introducing added complexity to portfolio management. Addepar helps you connect the unconnected, simplifying multi-asset portfolio management by bringing fragmented data together into one cohesive view:
• Automate fund document collection and data processing
• Model scenarios, forecast cash flows and optimize liquidity
• Evaluate managers, compare portfolios and identify key performance drivers
No more disparate data sources, manual entry and reconciliation, or disconnected workflows. See how Addepar acts as your single source of truth — no matter the portfolio complexity.
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