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.

IMTC
Integrations
Send portfolio data to IMTC to analyze pre-trade investment decisions

Plaid
Integrations
Authorize and connect accounts to Addepar

Luminary
Integrations
Track and report on a clients’ estate, family and finances in Luminary

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

Arch
Integrations
Document collection and data processing for alternative investments

eMoney
Integrations
Addepar integrated data powers financial planning