Technology
Digital Digest: The Latest Tech News – Itaú Private, Addepar
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The latest technology news in the wealth management sector from around the world.
ItaĂş Private, Addepar
ItaĂş
Private, a Brazil-headquartered group, is partnering with
technology and data solutions firm Addepar.
Under the pact, ItaĂş Private will have exclusive access to
Addepar's data aggregation and performance reporting platform in
Brazil.
Clients of the Latin American bank will be able to access tools
and reports about onshore and offshore wealth, including returns,
transactions, historical data, and balances.
“The partnership with Addepar brings a new level of
sophistication to the services we offer, allowing us to better
align our solutions with each client's distinct goals,” Fernando
Beyruti, global head of ItaĂş Private Bank, said.
Addepar’s platform supports more than $6 trillion in assets for
investment professionals across more than 45 countries. It has
offices in Silicon Valley, New York City, Salt Lake City,
Chicago, London, Dublin, Edinburgh, and Pune.
ItaĂş Private has international offices in the US, Portugal,
Switzerland, and the Bahamas. Miami is Itaú Private’s
international hub. In Switzerland, the conglomerate has a bank,
and in the Bahamas, a trust management company.