Upcoming Events

New York, NY

FOX Autumn Global Investment Forum

We’re a returning sponsor of the FOX Autumn Global Investment Forum™ for FOX members that make investment decisions for their families, as principals or through a family office.

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Scottsdale, AZ

eMoney Advisor Summit

The Summit will present a fresh approach to financial planning focused on this year’s theme, “Plan It Forward,” anchored by the concept that the financial plans advisors build for clients affect far more than just their finances.

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Atlanta, GA

Fidelity Inside Track

Addepar is a proud sponsor of this Fidelity event in Atlanta.

Westlake, TX

Fidelity Inside Track

Addepar is a proud sponsor of this Fidelity event in Westlake.

Chicago, IL

FOX Fall Forum

Join Addepar at Family Office Exchange’s premier conference and meet with Addepar executives to discuss family office technology strategies.

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Chicago, IL

IMPACT® 2017

Meet with Addepar at IMPACT® 2017 and see how you can get a clearer financial picture — at every level.

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addepar-academy
Event Series

Client Events: Addepar Academy

Want to learn how to use Addepar live from an expert? Our interactive courses involve demonstrations, hands-on exercises, interaction with other Addepar users, and personal attention from an experienced training manager. Whether you are new to the platform or a longtime user, investing in Addepar expertise is a fantastic way to increase efficiency and add value to your business in 2017.

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Upgrade your investment management platform.

Contact Addepar today to see how our platform can help you make more informed investment decisions and provide superior client service.

Speak with Addepar