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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 complete view across portfolios to empower you to build comprehensive financial plans to meet your clients' goals and objectives. 

INTERESTED IN A DEMO?

  • Addepar1
  • Addepar2
  • Addepar3

Gain a Comprehensive View Across Portfolios

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Reduce manual steps and eliminate data entry errors by importing and linking Addepar aggregated, reconciled and portfolio data directly from eMoney.

 

Seamlessly Navigate Between Platforms

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Save time and create an efficient workflow and seamlessly move between eMoney and Addepar.

 

Access Your Documents Anytime

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Securely access, store and share Addepar reports and proposals safely in the eMoney Vault.

 

DEMO eMoney