Streamline efficiency of investment analysis
Enhance insights into portfolio data
Evaluate the potential impact of investment decisions
Required Access Level
A member of Addepar’s team will work with you to install, configure and test this integration. To get started, contact an Addepar representative.
Before setup, create an integration specific user in Addepar and an API key and secret. Note: You must have a commercial contract with IMTC before setting up the integration. Contact firstname.lastname@example.org for more information.
Set up the integration
A team member at IMTC will help your firm set up the integration. To get started, email email@example.com or call +1 (646) 992-3530.