Wealth Managers Enlist Spy Tools to Map Portfolios – NYTimes.com


“One of the most foundational questions in finance is ‘What do I own, and what is all of this worth?’ ” said Eric Poirier, the chief executive of Addepar. “ ‘What is my risk?’ turns out to be an almost intractable problem.”

Yes, I do ask myself this question every morning when I wake up.

via Wealth Managers Enlist Spy Tools to Map Portfolios – NYTimes.com.

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