Integrations
DPL Financial Partners
This integration ensures annuities with DPL are accurately represented inside Addepar, eliminating manual data entry, reducing errors, and giving advisors a real-time, consolidated view of client wealth.
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Holistic view of clients' portfolio |
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Step 1: Enable the Outbound Channel (at dplfp.com)
a. Navigate to the Firm Dashboard at dplfp.com
b. From the menu, select Admin and then click on Groups to view your custom groups
c. Locate the relevant group and click the paper icon to open the Manage Outbound Channels tab
d. Find Addepar on the list and Toggle the switch to "Yes" to enable the feed
e. When prompted, select Confirm and Send Email
Step 2: Route Contracts to the Data Feed
Note: After enabling the channel, you must verify that all necessary contracts you wish to see in Addepar are associated with the correct routing code
a. If you notice that not all contracts are rolling up into the enabled channel, navigate to the Contract Routing section
b. Review which routing codes are associated with your contracts
c. Select the contracts you wish to add to the Addepar feed
d. Choose the destination routing code (the one you just enabled) and select Move to update the contracts
e. Return to the Groups tab to verify that the total contract count for the outbound destination has updated correctly
What data is sent from DPL to Addepar?
DPL Financial Partners transmits DTCC-formatted Position (PVF) and Transaction (FAR) files to Addepar on a daily basis.
Who can I reach out to with additional questions on the data feed?
Please email data@dplfp.com