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Deliver More for Your Clients with Today’s Leading Technologies

Session Speakers
Session Description

Addepar’s portfolio management platform is cloud-based, automated, secure, fast, and scalable - and recently announced that its deepening its integration with Schwab by joining OpenView Gateway®. Join this session to learn more about how you can gain efficiencies by automating manual processes and spend time on what matters most: investment analysis, advising, and building stronger client relationships.

Additional Information
Not Available
Showcase Stage Presentation
30m
Session Schedule