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
Simplify your workflow, improve communication, and streamline operations.
Services & Consultants
Enlist services from our growing ecosystem of best-in-class consultants.

New on Addepar

Discover Addepar's latest integrations and partnerships.

Clarity AI
Integrations
Analyze, monitor & report on the sustainability of clients' portfolios

YCharts
Integrations
Easily export Addepar portfolio data to YCharts

Fabric Risk for Advisors
Integrations
Run risk analyses on your client data from Addepar

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

Canoe Intelligence
Integrations
Automate the delivery of valuations and transactions data

eMoney
Integrations
Addepar integrated data powers financial planning