Dashboard
Article suggestions
Home
Financial Institutions
Echelon Wealth Partners
Echelon Wealth Partners
Syncing with Echelon Wealth Partners
Written by Simon Boulet
Updated on June 14, 2020
Echelon Wealth Partners
Echelon Wealth Partners -> Wealthica Sync
Production
Stable
Accounts
Yes
Positions
Yes
Transactions
Yes
Documents
Not supported
Connector
☉Core
Known Issues
Frequent Questions
Enhancements (Planned)
Thank you for leaving a rating!
Did you find this article helpful?
0 out of 0 people found this article helpful so far
Can't find what you're looking for?
Get in touch
How can we help?
Send your question below and we'll get back to you as soon as possible.
Email address
Subject
Message
Send message
Cancel
Clear attachments
translation missing: en.kb.default.contact_form_error
×
Thanks for your message!
Thanks for your message!
×