World-class solution to address a range of client needs and front office pain points, namely -
- Reduce the manual burden on the front office, product specialists, and middle office to alleviate pain points related to multi-currency and alts reporting.
- Addepar can customize reports and outputs as against generating static reporting
- Seamless use access to investment accounts and balances and portfolio activity through integrated online portal
Addepar helps the asset owners with a calculated performance report for investment accounts, thus enabling them to make a better investment decision. Accordingly, they help banks by providing solutions which can contribute to investment advisory, financial advise and hence elevating bank's relationship with Customers
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