Integrations
Athena
Athena is a cloud-native execution platform for wealth management that unifies trading, modelling, and rebalancing across multi-asset, multi-currency portfolios - leveraging real-time data to enable fast, accurate trade execution and dynamic portfolio adjustments at scale.
Execute trades faster with real-time, accurate data |
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Seamlessly model and rebalance multi-asset portfolios |
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Move from insight to execution in one unified platform |
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Provider Assisted Setup
A member of the integration partner’s support team will work with you to install, configure and test this integration. To get started, contact your representative at the partner firm for assistance.
View Configuration Guide
Note: Integration connects Addepar’s reporting layer with Athena’s real-time execution engine, enabling intraday trading on up-to-date positions.
Step 1: API Credential Configuration
Set up secure API access between Addepar and Athena environments.
Step 2: Data Mapping & Validation
Map portfolios, accounts, securities, and attributes (including multi-currency and asset class structures).
Step 3: Initial Data Sync
Load start-of-day positions and balances from Addepar into Athena for reconciliation.
Step 4: Real-Time Execution Layer Activation
Enable Athena’s intraday calculation engine for cash, exposures, and compliance.
Step 5: User Workflow Enablement
Configure trading, modelling, and rebalancing workflows for advisors and traders.
Step 6: Testing & Go-Live
Validate end-to-end workflow from portfolio view → rebalance → execution.
How does Athena improve trading compared to Addepar alone?
Addepar provides best-in-class reporting, while Athena adds real-time execution, modelling, and rebalancing—allowing users to act on insights instantly without leaving the platform.
Is the data used for trading real-time?
Yes. Athena uses live (or near real-time) market data and intraday calculations, eliminating reliance on T+1 “shadow accounting.”
Can the integration support multi-asset and multi-currency portfolios?
Yes. Athena natively supports multi-asset, multi-currency portfolios, including complex instruments and global accounts.
How are rebalancing workflows handled?
Users can model portfolios, monitor drift, and generate trades across multiple accounts simultaneously, with compliance and cash validation built into the process.
Does this replace existing custodians or core system?
No. Athena acts as a real-time execution layer, integrating with existing custodians and systems without requiring replacement.