Addepar Rolls Out New Alternatives Management Features
Addepar Rolls Out New Alternatives Management Features
 
Wealth Management Daily Memo

FEBRUARY 20, 2025

TECHNOLOGY

Addepar Rolls Out New Alternatives Management Features

These include private fund benchmarks, various data management improvements and cash flow forecasting.

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INDUSTRY

CAIS Integrates with Other TAMPs, Managed Account Platforms

The capability to integrate with other systems will let advisors manage publicly traded and private investments together.

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SPONSORED CONTENT
CLOI: Looking Beyond AAA CLOs Pays Off
Unlock enhanced yield potential with investment grade tranches beyond AAAs.
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ADVISOR MOVES

$900M Kansas Trio Joins LPL from Raymond James

The advisory team, which has rebranded to Prill | Garwood Financial Advisors, joins from Raymond James Financial Services.

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FASTCHAT VIDEO
A Firm Your Clients Can't Outgrow
Discover how Wells Fargo Advisors’ unique channel options equip advisors to “out-local” their national competitors and simultaneously “out-national” their local competitors.
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PRACTICE MANAGEMENT

For Effective Teaming, Build With a Specialist Mindset

The highest potential of teaming is often realized within specialized teams, where each member has a distinct role and responsibility.

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