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
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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
Contact your Client Engagement & Success Manager before installing the integration package.
Install Addepar Widgets
Go to the Salesforce App Exchange and install Addepar Widgets.
Set up the integration
Use the Configuration Guide to configure your widget settings.
Add the widget to Salesforce pages
Drag, drop, and configure the widget to appear on pages in Salesforce.
After setting up the integration, each user will need to complete a short authorization process to access the widgets.