Integrations
Eaglebrook
Eaglebrook provides RIAs with direct access to bitcoin and digital assets in a separately managed account (SMA) structure.
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Seamlessly connect Eaglebrook accounts to Addepar |
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Integrated Reporting |
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Authentication |
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Do It Yourself
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.
View Configuration Guide
Before Setup
Eaglebrook will help you with the integration setup, but you can take a couple of steps to prepare. Otherwise, just contact them directly to get started, client-services@eaglebrookadvisors.com.
Set up the integration
Contact Eaglebrook for help setting up the integration client-services@eaglebrookadvisors.com. They’ll work with you to gather the following details used to connect the integration and associate accounts
What types of accounts are supported?
Individual, Joint, Trust, LLC, & Corporations
Who should a Firm contact with questions on the Eaglebrook integration?
Please contact client-services@eaglebrookadvisors.com if there are any questions or issues.
What types of strategies and investments are available?
Eaglebrook offers various tax-optimized Bitcoin and Ether SMAs, Custom Digital Asset SMAs, and a suite of active and passively managed strategies managed by Third-Party Managers.
Who is the custodian of the client’s account and assets?
Eaglebrook is integrated with 2 custodians who serve as the custodian for the account: Anchorage Digital Bank and Gemini Trust Company