Webinar Replay: Technology Transforming Client Engagement with Addepar
Creating meaningful client conversations doesn’t have to be hard.
We teamed up with Addepar to show you how to integrate portfolio data from Addepar into Asset-Map to help bridge the gap with clients as a wealth manager.
In this webinar replay, you’ll also learn how to:
How to leverage our integration with Addepar to enhance your client experience
How advisors are using this technology to differentiate their practice and better serve their clients
and so much more!