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.