"Natural language models (LLM) are going to democratize investment data even more" notes Sue McDermott on The Risclarity WealthTech Podcast.
Sue McDermott, Partnership Program Director at Addepar, discusses with Mark Wickersham the impact that alternative investment automation is having on the industry and how AI will help democratize alternatives for advisors.
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About Susan McDermott
Susan McDermott is the Program Director on the Partnership team at Addepar. Sue focuses on partners that offer a range of family office services. Sue has spent the majority of her career in the investment and wealth management fields and has extensive experience in technology and operations management.
About Addepar
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Addepar's open platform integrates with more than 100 software, data and service partners to deliver a complete solution for a wide range of firms and use cases.
To learn more about how Risclarity integrates with Addepar, please see our partner page.
Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation and Risclarity has no obligation to update or provide notice of inaccuracy or change. Addepar is an independent company and is not affiliated with Risclarity.
