Addepar Integration Available Now

eMoney and Addepar users can now improve efficiency in their office with seamless data transfers between platforms, streamlined data entry, and secure centralized storage and access to Addepar reports and proposals.

This integration builds off of the existing Addepar platform within eMoney to enable effortless access and improved functionality.

With the Addepar integration you can:

Eliminate Duplicative Data Entry

Eliminate manual data entry and potential data errors by syncing client data from Addepar and eMoney with a single click.

Increase Workflow Efficiency

Users of eMoney and Addepar can easily access and transition between platforms with their existing Addepar credentials.

Secure Your Data and Reports

Client, account, and holdings data is delivered daily from Addepar to eMoney. Reports created in Addepar are available in the eMoney Vault so advisors can easily share Addepar-generated reports and proposals with clients directly through the eMoney Client Vault.

Ready to get started?

Current eMoney and Addepar subscribers can enable the Addepar integration by selecting Applications on the navigation bar within eMoney and clicking View All Applications.

Next, click on the Addepar tile and click the green Turn On button and you’ll be prompted to enter your Addepar credentials to connect.

eMoney users who are interested in Addepar but do not have a subscription should contact partnerships@addepar.com.

Questions? Give us a call at 888-362-8482 or send us an email.

Joseph Pearson

Written By

Joseph Pearson is a Client Communications Supervisor with eMoney Advisor, LLC. A three-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.