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Integrations

MoneyGuide

Use Addepar ownership structure data to search, access, and link entities in real-time, creating a more streamlined experience for advisors and clients.

Last updated: 07-15-2022

Gain a comprehensive view of client data

  • Seamlessly import aggregated, reconciled household, and client data into MoneyGuide. Data includes custodial data and private holdings, such as alternative investments.

Achieve consistency across workflows

  • Data presented in financial plans matches the values in client reports, reducing inconsistencies and increasing efficiency.

Update financial plans in real time

  • Run your financial plans on-demand using the latest portfolio data from Addepar.