With our latest Direct Feed, built to connect eMoney customers to Addepar, advisors will save time, increase the efficiency of their office, and build a complete picture for their financial plans. Now it’s never been easier to onboard clients from Addepar into eMoney.
Our Direct Feed with Addepar is an advisor-managed connection that allows advisors to automatically import all clients and their corresponding accounts, or link accounts to existing eMoney clients.
Client, account and holdings data is automatically delivered from Addepar to eMoney daily via the Addepar API. This aggregated and reconciled data from Addepar includes both custodial and offline holdings (e.g. alternative investments, personal property).
By using our connection with Addepar, advisors will:
- Eliminate duplicative data entry
- Streamline the onboarding process
- Ensure the accuracy of client account data
- Create a consistent and holistic client picture across all platforms
This direct connection with Addepar is bringing even more flexibility to wealth managers who focus on high net worth clients with complex and challenging portfolios.