SGVC | Addepar
22381
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Addepar

Addepar recognized a need in the global investment industry to increase efficiency, transparency, and sophistication while enhancing private data security and user flexibility through a cloud-based system.

The company’s software is designed to remove the antiquated process of spending hundreds of hours to gather client information scattered through various channels. Addepar’s software allows the advisor unprecedented flexibility in the organization, aggregation, and presentation of client data through highly targeted preset and customizable metrics, increasing intimate knowledge about the client’s file.

Industry

Financial Services

Facing

B2B