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.

Coinbase
Integrations
Monitor cryptocurrency holdings in Addepar

Plaid
Integrations
Authorize and connect accounts to Addepar

Vanilla
Integrations
Simplify estate planning by sending financial data to Vanilla

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