A Buyers Journey From Selection to Implementation of a New Reporting and Analytics Platform
Overview
During this webinar, you’re invited to join Susan McDermott, Head of Family Office Solutions, Peter O'Brien, Vice President of Sales, and Eric Weikert, Senior Director, of Addepar for a first-hand look at the process of finding and executing a new portfolio reporting and analytics platform. At the end of this webinar, attendees will be able to:
- Identify common difficulties in finding and assessing new technology
- Prepare for conversion and successful data aggregation
- Describe 5 things every family office should consider post COVID-19