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.

These get-togethers are your opportunity to hear from Addepar experts, have your questions answered, share your personal experiences using the Addepar platform, track industry trends such as AI and more. You’ll also hear about our newest released and upcoming products on our platform.

A cocktail reception will follow where you can continue your conversations while networking with fellow users — exchanging ideas for how to get even more out of our platform.

We’re excited to connect with you and share our latest information and insights. Space is limited so please register today.

Register

Friday December 1, 2023

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Register Now

(3) Showcase - #showcase-section

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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.

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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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Event Agenda

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! 

Speakers

Bob Pisani

Bob Pisani

ADDEPAR
CHIEF TECHNOLOGY OFFICER 

Nevena Massina

Nevena Massina

ADDEPAR
MANAGER, CLIENT ENGAGEMENT & SUCCESS MANAGEMENT 

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