Top 3 Tips For Moving Clients to Mobile

| Anthony Russo, Senior Director of Product Marketing Investor Experience

As an advisor, your clients have high expectations and rightfully so based on the tech available at our fingertips today. Increasingly, accessing information on a desktop is no longer enough to give clients the service they expect. Many investors are using mobile apps to do everyday banking activities such as paying bills or depositing checks…


Financial Planning Integrations Will Power Up Your Firm

| Will Armenta, Senior Director of Product Integrations

Working alongside clients and deeply understanding their needs has been our approach to identifying which integrations will best supplement Addepar — and ultimately make advisors’ lives easier. One of the challenges we’ve seen time and again has been the ability to ascertain a comprehensive view of a client’s portfolio and then turn that into customized…