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What is FileForms?

Easily and quickly submit your BOI Report using our state-of-the-art software. Developed by qualified attorneys and certified public accountants, FileForms ensures reliable security, unmatched support, and tailored solutions to meet your specific needs. As of January 1, 2024, compliance with the revised Beneficial Ownership Information (BOI) reporting requirements mandated by the Financial Crimes Enforcement Network (FinCEN) under the Corporate Transparency Act (CTA) will be essential for all domestic and international corporations established in or registered with any of the 50 US states. It's crucial to prepare and comply with these updated regulations to avoid incurring any potential fines, as non-compliance could lead to significant consequences for your business. Make sure you take action now to stay ahead of the requirements and protect your organization.

What is Addepar?

Addepar offers an all-encompassing solution for wealth management, emphasizing the integration of data, thorough analysis, and performance monitoring. This cutting-edge platform allows you to focus on what is truly important: cultivating strong relationships with your clients. By bringing together all financial accounts, Addepar provides a cohesive view of your clients' investment portfolios. Its top-tier analytics and reporting functions enable you to tailor insights and conversations for each client, strengthening lasting and reliable relationships. Clients benefit from secure, 24/7 access to their financial information from anywhere, enhancing their overall experience. Furthermore, you can effortlessly align back-office processes with our custom reporting tools. Take advantage of the expertise of our dedicated specialists to better understand your firm’s specific needs and ensure a seamless onboarding experience. To further support you, our user-friendly help center and online training materials are readily available. Addepar prioritizes security with advanced protections, such as role-based access restrictions and data encryption both in storage and during transmission, safeguarding your sensitive information. With these sophisticated features, you can manage and expand your clients' wealth with confidence, knowing their financial security is our top priority.

Media

Media

Integrations Supported

Integrations Supported

AgilLink
Ariath
Everysk
HiddenLevers
MoneyGuide
Motileo
ORCA
Pontera
Practifi
RightCapital
Sage Intacct
Salesforce
Wealth.com

API Availability

API Availability

Has API

Pricing Information

$199 per year per entity

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

FileForms

Date Founded

2023

Company Website

fileforms.com

Company Facts

Organization Name

Addepar

Date Founded

2009

Company Location

United States

Company Website

addepar.com/ria

Categories and Features

Family Office

Not specified

Regulatory Reporting

Not specified

Categories and Features

Family Office

Not specified

Investment Management

Not specified

Wealth Management

Not specified

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