Tagged: dr. ashby monk

Wealth Management Tech Plaform Addepar Acquires RCI to Assist Clients with Making More Informed Investment Choices

US-based wealth management tech platform Addepar notes that for many years, wealth managers have had important questions that have been “surprisingly difficult to answer.” For instance, they want to know what exactly they own in their portfolios and where they own these assets. Wealth managers… Read More

Send this to a friend