Tagged: dr. ashby monk

May 17, 2023 @ 4:54 pm By Omar Faridi  |  

The Addepar Research team leverages the power of Addepar’s unique, anonymized and aggregated data set “to help investors make smarter decisions, offer better advice and improve portfolio performance.” Research reports and insights are available to Addepar clients – leading firms in the investment and wealth… Read More

January 10, 2021 @ 4:30 pm By Omar Faridi  |  

US-based wealth management tech platform Addepar notes that for many years, wealth managers have had important questions that have been “surprisingly difficult to answer.” For instance, they want to know what exactly they own in their portfolios and where they own these assets. Wealth managers… Read More