Who We Are Addepar is a global technology and data company that helps investment professionals provide the... most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter...
Who We Are Addepar is a global technology and data company that helps investment professionals provide the... most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter...
Who We Are Addepar is a global technology and data company that helps investment professionals provide the... most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter...
Who We Are Addepar is a global technology and data company that helps investment professionals provide the... most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter...
such as Black Diamond, Addepar, Schwab, Pershing, QuickBooks, Tally, NAV administration (plus) Proven ability to operate in a lean...
. Familiarity with platforms such as Black Diamond, Addepar, Schwab, Pershing, QuickBooks, Tally, and NAV administration...
and general ledger in Sage accounting system Maintain accurate investment accounting in Addepar, including position... certification or active pursuit thereof Expert proficiency in Sage accounting software Experience with Addepar or similar...
accounts Experience with or knowledge of Addepar Detail orientated with superior organizational skills and ability...
accounting workflows across QBO, Addepar, eMoney, and BILL, ensuring data accuracy and system alignment across all entities... in QBO, Addepar, BILL, and eMoney is strongly preferred. Solid understanding of trust, LLC, and partnership structures...
systems such as Addepar (a data aggregation and reporting system) and Practifi – Sales force. · Organizing data... with Practifi (Salesforce) and Addepar is a plus....