
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.

StratiFi – One Stop Shop Risk Analysis And Compliance Software For The Wealth Management Industry
Addepar advisors can easily generate proposals, see portfolio risk, and have oversight on accounts to increase IPS compliance directly within the Addepar portal.
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