Supercharge Your CRM: Deepen Client Relationships with Addepar for Salesforce
Supercharge Your CRM: Deepen Client Relationships with Addepar for Salesforce
Join us for an interactive presentation to learn how Addepar works with leading investment advisors, private banks, wirehouses, and family offices to make more informed investment decisions and operate more efficiently. Addepar will demonstrate the power of its data aggregation and analysis capabilities, and integration with Financial Services Cloud.