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Integrations

Asset-Map

Create more meaningful conversations with your clients with the Asset-Map + Addepar integration. Instantly send client holdings and transactions from Addepar into Asset-Map for a seamless planning experience.

Last updated: 03-26-2024

Boost your speed to credibility

  • Instantly send both client and portfolio data from Addepar to Asset-Map to visually assist your client conversations.

Save time and minimize complexity

  • Leveraging data from Addepar, instantly create households in Asset-Map with the click of a button.

Reduce busy work

  • Keep your client account information up-to-date using the sync functionality for better client collaboration.