.png)
How Client Experience Measures Product Success
The success of a product hinges largely on thoughtful design and development that creates a clear and intuitive user experience. The consequences of getting it wrong can mean the difference between succeeding...
Platform
The Who’s Who Of Addepar Avatars
Anyone who works in the financial services industry can tell you that there are a lot of expectations to manage day-to-day. Feedback comes from all angles: the client, the boss, the boss’s boss...
Platform
Designing for Private Wealth Management: Building Simple Products for Complex Portfolios
High net worth investors have complicated financial portfolios. They are underserved by technology, with most tech providers offering unsatisfying products...
Platform
Top 3 Tips For Moving Clients to Mobile
As an advisor, your clients have high expectations and rightfully so based on the tech available at our fingertips today...
Platform
Financial Planning Integrations Will Power Up Your Firm
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...
Platform