Integrations
Entole
Create an integrated digital experience for clients and team members by syncing holdings, transactions, and reports from Addepar to the Entole Command Center.
Make transparency easy
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Level-up your scorecards
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Enable Addepar access on-the-go
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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
Getting Started
Before setup, confirm you have permission to connect integrations in Entole and Addepar.
1
Connect Addepar to Entole
Go into Entole’s Integration settings click connect Addepar.
2
Link Addepar accounts to families in Entole.
Within a family in Entole, identify and link the associated account in Addepar to access performance reporting.
3
Link Addepar accounts to financial accounts Entole
Within a Financial account, identify and link the associated financial accounts, so Addepar accounts can act as a source of truth.
How long does it take to set up the integration?
It should only take a few minutes to set up the integration. If you would like to customize the integration after initial setup, contact Entole to work with an Implementation Consultant.