Send portfolio data from Addepar to Opto for inclusive financial planning, then easily import alternative investment holdings from Opto back into Addepar for comprehensive analysis and reporting.
Last updated: 10-23-2023
Simplify your daily workflow
Tell the story of investment decisions
Improve portfolio planning
Required access level
Provider Assisted Setup
A member of the integration partner’s support team will work with you to install, configure and test this integration. To get started, contact your representative at the partner firm for assistance.View Configuration Guide
Connect Opto and Addepar
Go to Opto settings and connect to Addepar.
Import portfolio data
Create a custom plan to import data from Addepar.
Contact Opto to complete the setup
Email Opto Operations and request they complete the setup.