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	Enable clients to see investments and performance reporting alongside Scorecards, legal entities, and more. Additionally, the integration helps clients quickly dive into the details of a report with the click of a button.
Level-up your scorecards	Have investment performance and activity from Addepar factored into Scorecards to easily track Entole-specific factors like family engagement and family office best practices.
Enable Addepar access on-the-go	Delight team members and clients with an easy, on-the-go experience by syncing Addepar data to Entole’s mobile application.