Integrations
Addepar Alts Data Management
Addepar Alts Data Management automates the complex task of managing alternative investment data, eliminating operational burdens and providing timely, high-quality insights.
Document collection |
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Data processing and validation |
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File storage |
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Subscribe to Alts Data Management
Work with your Addepar representative to subscribe to Alts Data Management.
Complete the relevant onboarding templates
Fill out an onboarding template for the positions you wish to manage through Alts Data Management. If you are subscribing to document collection be prepared to provide asset manager and portal/inbox information.
Authorize the creation of third-party access credentials
If you are subscribing to document collection, Addepar will share letters of authorization to be signed by the authorized signatories of the investments being managed through Alts Data Management. Once signed, third-party access credentials will be created and Addepar will be able to perform document collection on your behalf.
How is Alts Data Management integrated with the Addepar platform?
Built within the Addepar ecosystem, Alts Data Management integrates workflows across Analysis & Reporting and Files.
Are documents stored in Addepar?
All documents received and processed through Alts Data Management will be automatically organized and saved in the file center.