About the event
We’re looking forward to seeing you at our next Addepar Community Meetup. Check in will start at 3pm and the event will kick off at 3:30pm.
Date & Time
Thursday, December 5, 2024
3:00 - 7:00 pm
Location
The W Hotel
485 Brickell Ave, Miami, FL 33131
We’re looking forward to seeing you at our next Addepar Community Meetup. Check in will start at 3pm and the event will kick off at 3:30pm.
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FRIDAY DECEMBER 1ST
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.
FRIDAY DECEMBER 1ST
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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Thursday, September 19th, 2024
3:45 PM ET |
Welcome |
4:00 PM ET |
Roundtable discussion led by Addepar experts |
4:30 PM ET |
Roundtable Share Out |
4:45 PM ET |
Break |
5:00 PM ET |
Product Roadmap/Business Updates |
5:30 PM ET |
CESM Use Case Demo - Best Practice |
5:45 PM ET |
Happy Hour! |
ADDEPAR
CHIEF TECHNOLOGY OFFICER
ADDEPAR
MANAGER, CLIENT ENGAGEMENT & SUCCESS MANAGEMENT
COMPANY NAME
CHIEF MARKETING OFFICER
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COMPANY NAME
CHIEF MARKETING OFFICER
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COMPANY NAME
CHIEF MARKETING OFFICER
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COMPANY NAME
CHIEF MARKETING OFFICER
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COMPANY NAME
CHIEF MARKETING OFFICER
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COMPANY NAME
CHIEF MARKETING OFFICER
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COMPANY NAME
CHIEF MARKETING OFFICER
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COMPANY NAME
CHIEF MARKETING OFFICER
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COMPANY NAME
CHIEF MARKETING OFFICER
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COMPANY NAME
CHIEF MARKETING OFFICER
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COMPANY NAME
CHIEF MARKETING OFFICER
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COMPANY NAME
CHIEF MARKETING OFFICER
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COMPANY NAME
CHIEF MARKETING OFFICER
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COMPANY NAME
CHIEF MARKETING OFFICER
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COMPANY NAME
CHIEF MARKETING OFFICER
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COMPANY NAME
CHIEF MARKETING OFFICER
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COMPANY NAME
CHIEF MARKETING OFFICER
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COMPANY NAME
CHIEF MARKETING OFFICER
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Legal - #legal-section
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