With Libretto and Addepar, you have the tools to deliver clients comprehensive advice and unify your financial strategy process. The integration enables you to effortlessly conduct financial planning, portfolio construction, and wealth management all in one place.
Last updated: 01-25-2023
Comprehensive financial structure
Required access level
You’ll work with members of both Addepar and our partner’s services teams to install, configure and test your integration. To get started, contact an Addepar representative.View Configuration Guide
Have your firm's Addepar administrator complete an OAuth workflow before setting up the integration.
Set up a view in Addepar
Create a view in Addepar that matches Libretto's specifications. Make note of the View ID and then add it to your firm's integration settings in Libretto.
Authorize the integration
In Libretto’s advisor settings, add Addepar as an integration. You will be prompted to sign in to Addepar and authorize the integration.
Sync a household
In Addepar, open a view for the household that you want to sync and make a note of its Entity ID. Then, open the household in Libretto, and add the Entity ID to its settings. From there, you can import a household’s data from Addepar to Libretto.