Fabric Risk for Advisors
The Fabric integration allows you to import your client data and taxonomies into the Fabric Risk application from Addepar in order to run risk decomposition analyses.
Last updated: 03-14-2023
Scenario-based risk analyses
Risk decomposition analyses
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
Your firm's Addepar administrator will need to set up the integration between Fabric's risk platform and Addepar.
Sign in to Fabric Risk
Navigate to app.fabricrisk.com and sign in to your account.
Connect the integration
From the account icon in your dashboard, navigate to Integrations and select to 'Integrate' Addepar.
Sign in to Addepar to verify the connection
After a successful login, you should receive a message in the Fabric application saying the setup is complete.
It can take up to 20 minutes to pull all of your Addepar data into the Fabric application. When this process is complete, you will be able to analyze the risk of all your clients within the Fabric risk application.