Wealthtech Addepar Shares Updates Focused on Handling Alternative Investments like PE, VC, Real Estate Funds

Addepar notes that in the fast-evolving wealth management industry, handling alternative investments like private equity, venture capital, and real estate funds presents unique challenges. These assets often come with unstructured data, inconsistent timelines, and complex reporting requirements, creating inefficiencies for back-office teams and advisors. Addepar,... Read More