Addepar has formed partnerships 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.
“Financial planning is a core offering for many advisers, helping them win over prospective clients and grow their business,” said William Armenta, Addepar’s senior director of product. “Expanding our platform to easily and securely connect with the top financial planning solutions was a natural evolution of our technology. We aim to provide options for our clients, so they can work with the provider that best suits their needs.”
As advisors strive to differentiate their services and provide better client experiences, modern financial planning technology has become a necessity. According to data from TD Ameritrade Institutional, 93 percent of top-tier standout firms have adopted financial planning software, compared with 71 percent of other firms.
“Goals-based reporting is a top priority for wealth management firms, and Addepar's new financial planning integrations allow advisors to deliver on that promise by providing a tailored, personal narrative to their clients,” said Doug Fritz, F2 Strategy founder. "This is an exciting development for the industry and firmly establishes Addepar as a leader in this area.”
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