Save time and deliver comprehensive advice with access to Addepar reports in eMoney.

Last updated: 03-26-2024

Offer holistic advice with a comprehensive portfolio view
  • Use eMoney's Portfolio Data Integration to bring in aggregated, reconciled household and client data directly from Addepar. Advisors can see custodial assets and private holdings, such as alternative investments, allowing them to provide more holistic advice.
Streamline workflows to deliver advice more effectively
  • The seamless integration between eMoney and Addepar provides advisors with efficient access to client financial plans and portfolio performance, without switching between systems. Addepar reports are also automatically archived in the eMoney Vault.