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Integrations

Coinbase Integration

Connect your Coinbase account to Addepar to view your crypto assets alongside the rest of your wealth portfolio. This integration is currently in beta.

See the complete picture of your clients’ investments
  • See crypto assets alongside the rest of the portfolio to share a holistic view of your client’s financial future.
Seamlessly connect to Coinbase
  • Clients can easily connect their Coinbase account through their settings in Addepar mobile.