9min chapter

Tearsheet Podcast: Exploring Financial Services Together cover image

How Addepar built an ecosystem around the ultra high net worth community with CEO Eric Poirier

Tearsheet Podcast: Exploring Financial Services Together

CHAPTER

Enhancing Client Experiences Through Purpose-Built Technology

This chapter explores how Addepar developed specialized technology to assist ultra high net worth clients in managing their investments, emphasizing the importance of moving away from manual processes like Excel. It also showcases the careful selection of partners and the focus on improving technology adoption to streamline operations and provide a centralized platform for better client experiences.

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