) for order management and investment book of records, or Addepar is a plus. 1. Project Management and Execution Define...
Managers and clients Operating Addepar, the data aggregation and reporting system used for generating client statements...
suite Experience with Addepar & Tamarac Reporting, is a particular plus Skills: Strong interpersonal, organizational...
product owner for our portfolio reporting platform (Addepar) and help shape a modern, integrated platform experience... across advisor- and client-facing digital investment tools. Key Responsibilities Own the product lifecycle for Addepar...