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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

  • Automated journal entries reduce manual data entry and free up your team to work on more meaningful tasks.

Consolidate Addepar investment data into your general ledger

  • Produce investment-aware financial reports that consolidate and leverage Addepar investment data in AgilLink.