How to set up the Addepar integration
For any additional questions, please reach out to support@bettermentadvisorsolutions.com.
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:
You can set up this integration for your firm by taking the following steps:
For any additional questions, please reach out to support@bettermentadvisorsolutions.com.