, ensuring accuracy and compliance across mutual fund, ETF, UMA, and Pontera platforms. Manages Addepar and Tamarac systems.... Position Requirements Experience with Tamarac, Addepar and Schwab Advisor Center Series 65 or equivalent Ability to multi...
in Addepar and other platforms;ensure data integrity and consistency across multiple clients and investment vehicles Utilize... Addepar platform daily to track, analyze, and reconcile investment positions and performance metrics Prepare regular...
) Implement reconciliation logic across financial systems Integrate with platforms like Addepar, NetSuite, Salesforce...
in financial software such as eMoney and Addepar Perform independent research to understand financial planning concepts...
, Research (Insight, Morningstar, FactSet), Reporting (Addepar, RBC Dashboard), Mobility (Salesforce, Factset, WMO), Account...
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial... information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers...
Demonstrate expertise or willingness to gain knowledge in financial software such as eMoney and Addepar Perform independent...
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial... information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers...
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial... information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers...
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial... information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers...