Integrations
AgilLink
Transform Addepar investment data into journal entries for your general ledger to holistically reflect decisions in your net-worth reporting.
Reduce manual data entry |
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Consolidate Addepar investment data into your general ledger |
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Authentication |
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Capabilities |
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Transmission type |
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Data transmission |
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Required access level |
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Provider Assisted Setup
A member of the integration partner’s support team will work with you to install, configure and test this integration. To get started, contact your representative at the partner firm for assistance.
View Configuration Guide
To get started, contact AgilLink
AgilLink will work with you to set up the integration.