Addepar Widgets for Salesforce

See account balances and performance metrics in an instant with Addepar's performance widget in Salesforce.

Last updated: 01-25-2023

See an updated snapshot

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

Increase transparency

  • Exercise full control and transparency over your data in Addepar.

On-the-go access

  • Access your clients’ portfolio performance while on-the-go in the Salesforce app (iOS, Android).