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.

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.