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Addepar secures Morgan Stanley account by winning a test of wills and unleashing a small army on Manhattan

Despite initial skeptics, industry pressure pushes first wirehouse into line, but will others feel the burn?

Author Janice Kirkel January 18, 2017 at 9:29 PM
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Eric Poirier: You don't want to be orphaned.

Technology



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Mentioned in this article:

FPPad.com
Consulting Firm
Top Executive: Bill Winterberg

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Addepar
Portfolio Management System
Top Executive: Eric Poirier



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