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Partner | Addepar

Partner | Addepar

StratiFi + Addepar: Grow Your Practice & Streamline Compliance

Addepar advisors can easily generate proposals, see portfolio risk, and have oversight on accounts to increase IPS compliance directly within the Addepar portal.

Leverage our seamless two-way integration

Seamlessly sync client and accounts details into StratiFi, including position data, and sync risk scores and files into Addepar.

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