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...
Proficient in Microsoft Excel, Word, PowerPoint, Outlook Knowledge of Addepar, SQL, Thomson/BETA, Vestmark, and SmartSheets...
. Experience with eMoney, Salesforce, Addepar, and custodial platforms is a plus. Strong initiative with the ability to contribute...
systems (Orion, Black Diamond, Addepar;eMoney, MoneyGuide) Track record in identifying and scaling high-impact initiatives...
(e.g., Sage Intacct, Microsoft Dynamics Business Central, Addepar, Masttro, FundCount, SEI Archway). Experience advising...
, Wealthscape, Seismic, and Addepar a plus Compensation Range: The anticipated base salary range for this role...
, Plaid, Addepar, Envestnet, Intuit / TurboTax, or similar platforms Experience working with CPAs, tax advisors, legal teams...
management and analytics tools (Addepar, Black Diamond, Orion, Masttro, or equivalents);ability to operate effectively without...