my529 links to Addepar for data integration

Part of my529’s mission is “delivering innovative investment and technology strategies” to make it easier for you to manage your clients’ 529 accounts. Recently, a number of firms have inquired about receiving data feeds through Addepar, an investment management technology company based in Mountain View, California. Addepar has been added to the mix (see below), and it is now available for you to use.

If you use other data integration companies in your business, please reach out to our Professional Services team, and we will consider establishing a data integration with them. Our contact info is located below, and you can schedule a meeting with us on calendly.com: calendly.com/advisorinfo.

Other portfolio management solutions: Morningstar® ByAllAccounts℠