Explore Addepar integrations & enhance your experience

Portfolio Data Feeds
Securely deliver your client's financial data directly to their portfolio.
Market Data Feeds
Benchmark your clients' portfolios against relevant third-party data.
Integrations
Scale your business by streamlining workflows and adding new capabilities.
Services & Consultants
Enlist services from our growing ecosystem of best-in-class consultants.

New on Addepar

Discover Addepar's latest integrations and partnerships.

SumIt Software
Integrations
Integrate data into SumIt’s multi-entity general ledger platform.

Albourne
Integrations
Leverage Albourne’s advanced reporting and analysis capabilities.

Etcho
Integrations
Grow your business through a values-based approach to advising

Popular with clients

Explore tools and technologies that help you adapt to business challenges.

Wealthbox
Integrations
See financial account data from Addepar on Wealthbox contact records

Venn by Two Sigma
Integrations
Integrate Addepar portfolio data into Venn’s analysis platform

eMoney
Integrations
Addepar integrated data powers financial planning