Integrations

Arch

Arch connects to Addepar’s API to sync private investment valuation and transaction updates from Arch to Addepar.

Stop hunting for documents	Arch collects fund manager documents from email and portals for automatic processing; access your source documents with Arch’s secure document vault. These files also sync to Addepar via API to streamline operations.
Ditch your spreadsheets	With Arch, investment values are digitally updated in Addepar the same day firms release updates to investors.
Get help with managing your tasks	Arch provides daily activity summary emails with convenient links to transactions and reminders for upcoming cash management tasks.

Authentication	Basic (API key and secret)
Capabilities	Inbound portfolio data sync (portfolio data comes from Arch) Inbound files (files come from Arch)
Transmission type	API
Frequency	Arch defines the data sync schedule
Required access level	Firm