Empowering Your Financial Success with Addepar's Comprehensive Services

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Empowering Your Financial Success with Addepar's Comprehensive Services

Tailored Service Plans for Success

Addepar offers tailored service plans to help clients achieve their financial goals efficiently. The Premier Plan ensures continued success on the platform with solution checkpoints, delivery assurance, and transition to support and data service teams. Clients also receive one training seat per year at Addepar Academy to enhance user proficiency. For a more comprehensive journey, the Premier+ Plan covers everything from scoping business needs to daily implementation support. With data specialists managing projects and two training seats at Addepar Academy annually, clients can maintain proficient and independent power users.

Dedicated Implementation Support for Seamless Transition

Addepar's team is committed to the success of clients from deployment to adoption. They conduct a thorough assessment of tech stack and operational capabilities, ensuring seamless rollouts even for complex systems. Adoption plans are tailored to streamline change management processes effectively, providing clients with the support they need for a successful transition.

Expert Support for Maximum Value

The support team at Addepar consists of product experts ready to assist clients in getting the most value from their platform use. Clients benefit from a single point-of-contact for issue resolution, review, and validation of calculations and outputs, along with support topic sessions as needed. With the help of product experts, clients can address any challenges and optimize their experience with Addepar.

Comprehensive Online Training for Continuous Learning

Addepar offers online training resources to ensure clients maximize their use of the platform. Through best practice guides, templates, and on-demand resources, clients can kickstart their analysis and reporting processes. In-depth courses and a library of webinars provide anytime, anywhere learning opportunities. Additionally, the online Help Center offers on-demand support for continuous skill development and knowledge enhancement.

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Revolutionizing Financial Advisory with Addepar: Streamlining Wealth Management for Personal Relationships at Scale

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Empower Your Wealth Management with Addepar's Comprehensive Solutions

Gain a Holistic View of Client Portfolios

Addepar simplifies the complexity of wealth management by offering a comprehensive view of client portfolios, including held away, private, and real assets. This holistic approach allows wealth managers to make informed investment decisions, leading to superior outcomes. With continual data updates across all types of asset classes, currencies, and entities, Addepar ensures that accurate and up-to-date information is always available for clients. By easily viewing investments across custodial accounts, wealth managers can identify opportunities to provide data-driven financial plans and holistic advice.

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Transforming Investment Management with Addepar's Integration Center Disclaimer

Introduction to Addepar

Addepar is a comprehensive software and data platform designed to handle the complexities of various investment portfolios. It offers a range of solutions to address the intricate needs of investment management, making it a valuable tool for financial professionals seeking efficiency and accuracy in their work.

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