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Integrations

Addepar AdvisorPeak

Addepar’s trading and rebalancing module provides seamless portfolio management workflows.

Last updated: 09-26-2022

Robust data integration

  • Rebalance client portfolios at scale using your reconciled data from Addepar that includes; position holdings, granular tax-lot data, and ownership structures.

Optimized rebalancing actions

  • Maximize tax efficiency with household-level rebalancing, asset location preferences, powerful tax-loss harvesting & buy replacement capabilities.

Monitor portfolio cash flows

  • Leverage robust tools to manage your clients’ cash needs. Specify account cash requirements, distributions, withdrawals, dollar-cost averaging schedules, and more.

Leverage customizable portfolio models

  • Apply and manage portfolio models based on firm polices to best represent your client's investment philosophy.