Offer holistic advice with a comprehensive portfolio view
Streamline workflows to deliver advice more effectively
Required access level
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
Set up the data integration
The data integration sends client, account, and investment information from Addepar to eMoney. Data is sent on a daily basis via the Addepar API.
Enable file sharing and deep links
Connecting the eMoney integration makes files in Addepar available within the eMoney file vault. It also enables deep links to navigate from eMoney back to Addepar. For more information on how to set up your integration in eMoney, please refer to the Addepar Help Center.