Industry Newswealth managementaddeparclient reporting
LGT Wealth Management UK Adopts Addepar Platform
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4.7
LGT Wealth Management UK has adopted the Addepar platform to provide more tailored client reporting. The integration is said to give the firm a system that enables more customized client reporting.
Scoring Rationale
Relevant to wealth-management reporting but limited novelty and single-source confirmation; RSS-only description restricts verification and depth.
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