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