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.
Import Addepar aggregated, reconciled household, and client data directly into eMoney
Seamlessly transition between eMoney and Addepar
Addepar reports available on demand in the eMoney Vault