Integrations
Etcho
Etcho enables advisors to align investments with client values, transform relationships, ensure suitability, and drive business growth through a personalized advisory approach.
Build relationships with innovative values discovery |
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Discover investments to match sustainability values |
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Measure and demonstrate alignment to individual clients |
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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
Request the integration
In order to set up the Etcho + Addepar Integration, you will need to have the proper access on both applications. Reach out to Etcho team to have your accounts/user created.
Connect Addepar to Etcho
Head over to the settings page within the Etcho platform and click the “Connect” button to initiate the connection of your Addepar account with your Etcho account.
Syncing clients and viewing portfolio analysis
Sync your clients and their asset holdings into Etcho to perform values based analysis on investments. Once the profiler is completed, the portfolio analysis will run (this may take a couple of minutes). Once completed, you will be able to view the portfolio analysis.