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Through Addepar's new Marketplace application, clients can invest in funds through financial-technology company Artivest, and in pre-initial public offering tech firms through a partnership with EquityZen.
Timelineapp is launching an education platform for advisors, hoping it will eventually become a space for sharing best practices and development ideas.
The company created a turnkey system to help advisors produce biweekly videos, which are becoming more important in this social distancing environment.