Overview
During this webinar, you’re invited to join Susan McDermott, Head of Family Office Solutions, Peter O'Brien, Vice President of Sales, and Eric Weikert, Senior Director, of Addepar for a first-hand look at the process of finding and executing a new portfolio reporting and analytics platform. At the end of this webinar, attendees will be able to:
- Identify common difficulties in finding and assessing new technology
- Prepare for conversion and successful data aggregation
- Describe 5 things every family office should consider post COVID-19
Date Published: Thursday, December 17, 2020