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    • Portfolio Data Feeds

      Securely deliver your client's financial data directly to their portfolio.

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    • Market Data Feeds

      Benchmark your clients' portfolios against relevant third-party data.

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    • Integrations

      Simplify your workflow, improve communication, and streamline operations.

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    • Services & Consultants

      Enlist services from our growing ecosystem of best-in-class consultants.

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  • Browse
    • Portfolio Data Feeds

      Securely deliver your client's financial data directly to their portfolio.

      Arrow Right
    • Market Data Feeds

      Benchmark your clients' portfolios against relevant third-party data.

      Arrow Right
    • Integrations

      Simplify your workflow, improve communication, and streamline operations.

      Arrow Right
    • Services & Consultants

      Enlist services from our growing ecosystem of best-in-class consultants.

      Arrow Right
Developers

Explore Addepar integrations & enhance your experience

  • Portfolio Data FeedsArrow White

    Securely deliver your client's financial data directly to their portfolio.

  • Market Data FeedsArrow White

    Benchmark your clients' portfolios against relevant third-party data.

  • IntegrationsArrow White

    Simplify your workflow, improve communication, and streamline operations.

  • Services & ConsultantsArrow White

    Enlist services from our growing ecosystem of best-in-class consultants.

New on Addepar

Discover Addepar's latest integrations and partnerships.

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    Clarity AI

    Integrations

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

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    YCharts

    Integrations

    Easily export Addepar portfolio data to YCharts

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    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.

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    Wealthbox

    Integrations

    See financial account data from Addepar on Wealthbox contact records

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    Canoe Intelligence

    Integrations

    Automate the delivery of valuations and transactions data

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    eMoney

    Integrations

    Addepar integrated data powers financial planning

Aggregate your data and optimize your workflows through the Addepar Integration Center.

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