Addepar Streamlines Financial Planning For RIAs With Three Key Integrations

MOUNTAIN VIEW, Calif., July 30, 2019 /PRNewswire/ -- Addepar, a leading technology platform for wealth management, today announced integrations with three key financial planning software providers. These integrations enable a suite of new workflows with eMoney Advisor, Envestnet MoneyGuide and Libretto, allowing advisors to leverage Addepar's data aggregation, analytics and reporting platform with their preferred planning software.

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Liz Fritz