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
Authorize Kwanti as a third-party
Ask your Addepar firm administrator to authorize Kwanti as a third-party application. For more information on this step, please refer to the Addepar Help Center.
Activate the integration
Sign in to Kwanti, click on Integrations > Addepar, then activate.
Enter your Addepar Credentials
Enter your Addepar credentials and authorize Kwanti to access the portfolio scope.