Back
Logo

Integrations

Aquila

See potential tax impact and savings on your clients’ investments by sending holdings and transactions from Addepar to the Aquila app.

Last updated: 04-08-2025

Understand taxes on your client’s investments

  • Improve your Addepar portfolio’s returns with an instant look at the taxes for clients’ investments on the Aquila app.

Get updates on a weekly basis 

  • With tax calculation updates on a weekly basis, you can see the tax impact on investments across portfolios in easy-to-use dashboards. 

Better inform financial decisions 

  • Supported by Aquila´s own analysis, use a holistic view of taxes and performance to make better and more informed financial decisions.