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.

BITA Risk®
Integrations
Integrated with Addepar for efficient REG-9 and post trade compliance

Fynancial
Integrations
Seamlessly integrate portfolio insights with client engagement tools

Addepar for Salesforce (Beta)
Integrations
Sync data between your Addepar instance and your Salesforce org

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