Fintech Impact

Summary:In this 112th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Natalie Sunderland, Chief Marketing Officer of Addepar, to talk about embracing risk, the benefits of technology, and the importance of advancing data reporting in wealth management. Episode Highlights: ● 01:03: – Addepar is a wealth management platform that specializes in data aggregation and performance reporting that currently has $1.7 trillion being managed on the platform. ● 02:10: – Addepar was founded in the wake of the financial crisis when the founder was struggling to understand how the crisis was impacting their assets. ● 03:53: – Getting a complete picture and understanding your assets is even more difficult now that people often split up their assets into different accounts, different financial institutions, and with different wealth managers. ● 05:22: – Financial advisors are limited in the advice they can give clients by the leg