About the webinar

Join us to learn about recent Navigator product releases as well as upcoming enhancements! We will also spotlight a fellow Navigator client, opening the floor to a Q&A where you can learn from their best-practices.

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Thursday December 1, 2022

H2 One Column Content - #1col-section


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(6) Meeting Details - #details-section

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WEDNESDAY NOVEMBER 18TH

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 2

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 3

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 4

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 5

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 6

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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Event Agenda - #agenda-section

Thursday, December 1st

11:00 - 11:30 AM ET
8:00-8:30 AM PT

Agenda Title 1

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11:00 - 11:30 AM ET
8:00-8:30 AM PT

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11:00 - 11:30 AM ET
8:00-8:30 AM PT

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11:00 - 11:30 AM ET
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11:00 - 11:30 AM ET
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11:00 - 11:30 AM ET
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11:00 - 11:30 AM ET
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Agenda Title 7

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11:00 - 11:30 AM ET
8:00-8:30 AM PT

Agenda Title 8

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11:00 - 11:30 AM ET
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Agenda Title 9

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11:00 - 11:30 AM ET
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Agenda Title 10

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11:00 - 11:30 AM ET
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11:00 - 11:30 AM ET
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Agenda Title 12

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11:00 - 11:30 AM ET
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Agenda Title 13

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Agenda Title 17

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11:00 - 11:30 AM ET
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11:00 - 11:30 AM ET
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Agenda Title 19

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11:00 - 11:30 AM ET
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Agenda Title 20

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11:00 - 11:30 AM ET
8:00-8:30 AM PT

Agenda Title 21

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11:00 - 11:30 AM ET
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Agenda Title 22

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11:00 - 11:30 AM ET
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Agenda Title 23

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11:00 - 11:30 AM ET
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Agenda Title 24

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11:00 - 11:30 AM ET
8:00-8:30 AM PT

Agenda Title 25

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(3) Showcase - #showcase-section

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WEDNESDAY, NOVEMBER 2ND

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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WEDNESDAY, NOVEMBER 2ND

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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Presenters


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Chris De La Torre

ADDEPAR
Product Adoption Specialist

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Speaker Name 6

COMPANY NAME
CHIEF MARKETING OFFICER

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CHIEF MARKETING OFFICER

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Speaker Name 8

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CHIEF MARKETING OFFICER

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Speaker Name 9

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CHIEF MARKETING OFFICER

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Speaker Name 10

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CHIEF MARKETING OFFICER

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Speaker Name 13

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CHIEF MARKETING OFFICER

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Speaker Name 14

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CHIEF MARKETING OFFICER

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Speaker Name 19

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CHIEF MARKETING OFFICER

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Speaker Name 20

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CHIEF MARKETING OFFICER

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Speaker Name 21

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Speaker Name 24

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CHIEF MARKETING OFFICER

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Speaker Name 25

COMPANY NAME
CHIEF MARKETING OFFICER

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(25) Member Section - #member-section

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Member Name 1

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CHIEF MARKETING OFFICER

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Member Name 2

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Member Name 3

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Member Name 5

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Member Name 6

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Member Name 8

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Member Name 9

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Member Name 10

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Member Name 11

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Member Name 23

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Member Name 24

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Member Name 25

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Video 2 Column Section 1 - #video2col-section

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Video 2 Column Section 2 - #video2col-section2

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Legal - #legal-section

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