With our latest Direct Feed, built to connect eMoney customers to Addepar, advisors will save time, increase the efficiency of their office, and build a complete picture for their financial plans. Now it’s never been easier to onboard clients from Addepar into eMoney. Our Direct Feed with Addepar is an advisor-managed connection that allows advisors...
The post Connection Update: New Addepar Direct Feed Now Available appeared first on eMoney Advisor Blog.
