Robust data integration
Optimized rebalancing actions
Monitor portfolio cash flows
Leverage customizable portfolio models
Required access level
Addepar Assisted Setup
A member of Addepar’s team will work with you to install, configure and test this integration. To get started, contact an Addepar representative.View Configuration Guide
To get started with AdvisorPeak, contact your Addepar representative. They’ll coordinate a kickoff call where you’ll discuss what data and accounts to bring into AdvisorPeak as well as talk through your trading and rebalancing workflows.
Create your API key and Addepar attributes
Next, you’ll provide the deployment team with an API key and secret which you’ll generate from Addepar Firm Administration, and create the necessary AdvisorPeak custom attributes in Addepar.
Configure your import view
Addepar’s team will work with you to configure your Transaction Import View in Addepar, and finalize the integration.