Access Addepar’s Data Aggregation and Performance Reports Within eMoney
Increase workflow efficiency and save time with seamless navigation between platforms and daily updates. This integration delivers a complete view across portfolios to empower you to build comprehensive financial plans to meet your clients' goals and objectives.
Gain a Comprehensive View Across Portfolios |
|
Reduce manual steps and eliminate data entry errors by importing and linking Addepar aggregated, reconciled and portfolio data directly from eMoney. |
Seamlessly Navigate Between Platforms |
|
Save time and create an efficient workflow and seamlessly move between eMoney and Addepar. |
Access Your
|
|
Securely access, store and share Addepar reports and proposals safely in the eMoney Vault. |
CONTACT INFORMATION
If you have any questions about eMoney's solution and services, please call
1-888-362-4612 or or visit us at www.emoneyadvisor.com