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 |
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Achieve consistency across workflows |
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Update financial plans in real time
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Authentication |
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Capabilities |
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Transmission type |
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Required access level |
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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 Guide1
Connect MoneyGuide to Addepar
Navigate to MoneyGuide’s partner options to connect Addepar and authorize the integration.
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Import accounts
Once the integration is complete, you can go into MoneyGuide to select which client accounts you would like to import.