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LinkedInยทThursday, 6 August 2026ยท20d ago

Your portfolio data and your family governance can finally sit side by side. Addepar, the global investment portfolio platform, is nowโ€ฆ

Trusted Family
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Your portfolio data and your family governance can finally sit side by side. Addepar, the global investment portfolio platform, is now integrated with the Trusted Family operating system. ๐—ข๐—ป ๐—ฆ๐—ฒ๐—ฝ๐˜๐—ฒ๐—บ๐—ฏ๐—ฒ๐—ฟ ๐Ÿฏ ๐˜„๐—ฒ ๐—ฎ๐—ฟ๐—ฒ ๐—ต๐—ผ๐˜€๐˜๐—ถ๐—ป๐—ด ๐—ฎ ๐Ÿฐ๐Ÿฌ-๐—บ๐—ถ๐—ป๐˜‚๐˜๐—ฒ ๐˜„๐—ฒ๐—ฏ๐—ถ๐—ป๐—ฎ๐—ฟ ๐˜๐—ผ ๐˜€๐—ต๐—ผ๐˜„ ๐˜„๐—ต๐—ฎ๐˜ ๐˜๐—ต๐—ฎ๐˜ ๐—ฐ๐—ต๐—ฎ๐—ป๐—ด๐—ฒ๐˜€ ๐—ถ๐—ป ๐—ฝ๐—ฟ๐—ฎ๐—ฐ๐˜๐—ถ๐—ฐ๐—ฒ. What we will cover: ย โœ”๏ธ How a live API sync brings portfolio performance and family governance into a single view ย โœ”๏ธ Designing secure, permission-controlled portals for rising generations to engage with investments and governance ย โœ”๏ธ Why automated data flows give family members real-time clarity on entities and trusts With Karel Tant, EMEA Head of GTM at Addepar, and Edouard Thijssen, Co-founder of Trusted Family. Thursday, September 3 5:00pm CEST ยท 11:00am EDT ยท 8:00am PDT โž– Register via the link in the comments. Can't make it live? Register anyway and we will send you the recording.
โ™ฅ 25๐Ÿ’ฌ 2โ†ป 1
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