Report on sustainability
Analyze portfolios from a comprehensive database
See every level of portfolio risk
Required access level
Do It Yourself
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.View Configuration Guide
Contact Clarity AI support to enable the integration before setup.
Connect Addepar to Clarity AI
Within Clarity AI, navigate to Portfolio Integrations and connect to Addepar.
Identify portfolios for import
Identify which client portfolios you’d like to pull in from Addepar.
Import the client portfolios and select one to confirm the data imported.
What types of Addepar entities can be imported to Clarity AI?
Presently, the integration supports the manual import of legal entities, but you can import other entity types upon request. Contact your Clarity AI account manager to learn more.