Gain a comprehensive view of client data
Achieve consistency across workflows
Update financial plans in real time
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
Connect MoneyGuide to Addepar
Navigate to MoneyGuide’s partner options to connect Addepar and authorize the integration.
Once the integration is complete, you can go into MoneyGuide to select which client accounts you would like to import.