Overview
Addepar is a reporting tool that consolidates and unifies all your data so you can easily analyze any portfolio, provide clients with a more complete and meaningful financial picture, and offer better advice.
The information sent to Addepar includes:
- Account information
- Positions
- Transactions
- Tax lots
Enabling the integration
You can set up this integration for your firm by taking the following steps:
- Email support@bettermentforadvisors.com and request to enable the Addepar integration for your firm.
- Our team will set up the integration for you and let Addepar know.
- Once you receive confirmation that the integration is enabled via email, you will be able to see client account information and balances in Addepar. This can take a few business days.