Integrations

Koyfin

Import Addepar portfolios into Koyfin for analysis and client reporting. Compare against benchmarks and models, identify gaps in allocation, exposure, risk, and fees, and turn your analysis into client-ready reports and proposals.

Compare Addepar portfolios to benchmarks and models	See where client portfolios differ from custom benchmarks and model portfolios, helping identify gaps between current holdings and target strategies and allocations.
Create polished client reports & proposals	Present recommendations with clean, on-brand visuals. Save templates your whole team can reuse to keep the process consistent and scalable.
Research equities and funds in one place	Go from a holding to a complete analysis view with fundamentals, estimates, news and charts, and for funds the underlying holdings and exposures. So you can quickly explain what you own, why it is moving, and what risks are really inside it.