Addepar and eMoney integration logos
Access Addepar’s Data Aggregation and Performance Reports within eMoney

Increase workflow efficiency and save time with seamless navigation between platforms and daily updates. This integration delivers a comprehensive view across portfolios and provides access to secure and centralized storage of your Addepar reports and proposals within your eMoney vault.

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  • Addepar1
  • Addepar2
  • Addepar3

Data Sync 

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Import Addepar aggregated, reconciled household, and client data directly into eMoney

Streamline Workflow 

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Seamlessly transition between eMoney and Addepar

Reports & Storage 

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Addepar reports available on demand in the eMoney Vault

 

Have questions?

Visit the eMoney website to learn more about our integrations.

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