A Q&A with Don Nilsson of Addepar

Addepar, a leading investment platform for professionals, partners with Plaid to provide real-time visibility into financial holdings. The partnership aims to help advisors serve their clients by offering seamless access to over 12,000 financial institutions and enabling them to view cash balances across each account in one place. This provides valuable insights that empower advisors to make data-driven decisions about portfolio performance and provide informed guidance to clients. The integration has been successful, with positive feedback from beta users who appreciate the seamless user experience and time savings. As the wealth management industry continues to evolve, Addepar is positioning itself for success by investing in its platform and developing new workflow solutions and data products that drive operational efficiency and competitive advantage.

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