Asset-Map Integrates with Addepar
Create more meaningful conversations with your clients with the Asset-Map + Addepar integration. Instantly send client holdings and transactions from Addepar into Asset-Map for a seamless planning experience.
Features Overview
Boost Speed to Credibility
Instantly send both client and portfolio data from Addepar to Asset-Map to visually assist your client conversations.
Save Time and Minimize Complexity
Leveraging data from Addepar, instantly create households in Asset-Map with a click of a button.
Reduce Busy Work
Keep your client account information up-to-date using the sync functionality for better client collaboration.
More Information
This Integration Requires:
Resources:
