Eric Poirier - Addepar

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Last quote by Eric Poirier

Wealth managers, especially the ones serving larger and more complex clients, often times have challenges in giving each client an accurate view of everything they own.feedback
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Jun 08 2017
The latest quote from Eric Poirier is: “The tailored reporting is what Morgan Stanley really liked. The patriarch might want performance data by country and asset class. But the son wants to know the fee agreements they have with each fund manager and how that correlates with the fund manager's performance.”. It comes from the Morgan Stanley partners with Addepar to see more of clients' wealth article. You’ll find on this page 2 articles with Eric Poirier quoted on topics such as Morgan Stanley, performance and fee. Eric Poirier has been quoted 2 times in 2 articles.
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