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Integrations

Addepar Widgets for Salesforce

Give advisors a direct look into their client's Addepar portfolios while signed in to Salesforce. The Performance Widget uses a default configuration to access essential performance-related information, and the Analysis Viewer allows you to surface customized Addepar views in Salesforce.

Last updated: 01-12-2024

See an updated snapshot

  • See the most up-to-date portfolio performance metrics and account balances.

Increase transparency

  • View-only widgets keep your team updated and informed the latest portfolio changes. If you need to dive deeper, widgets have hyperlinks that can take you directly to the client or account in Addepar.

Add many widgets to a page

  • Add several widgets to a record page to see clients' portfolios from every angle.