Addepar add-on module providing forward-looking cashflow analysis and portfolio impact for private investment capital commitments test.
Last updated: 01-25-2023
Flexible modeling capabilities
Advanced visualization tools
Addepar data integration
"What if" scenario capabilities
User access level
Do It Yourself
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.View Configuration Guide
Subscribe to the Navigator Service
Work with your Addepar representative to subscribe to the Navigator add-on.
Connect the integration
Sign into the Navigator module, then follow the prompts to connect and sign into Addepar.
Authorize the integration
Click the authorization prompt, granting Navigator permission to access your Addepar data. Once complete, data will sync between Addepar and Navigator.
How does Navigator connect with Addepar?
Your portfolios are uploaded and maintained in Addepar. They sync directly with Navigator. So, when you update your porfolios in Addepar, they update automatically in Navigator. Inversely, if you update projections data in Navigator, it will flow into Addepar, presently in the Report Editor.