Integrations

Opto Investments

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Opto Investments Operations
investmentoperations@optoinvest.com

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.

Simplify your daily workflow	Simplify the back-and-forth nature of portfolio planning, analysis, and reporting.
Tell the story of investment decisions	Easily report investment decisions by including Opto transactions data in Addepar reporting.
Improve portfolio planning	Construct a well-balanced portfolio by leveraging Opto’s powerful insights alongside Addepar data.

Authentication	OAuth (authorization workflow)
Capabilities	Outbound portfolio data sync (portfolio data comes from Addepar) Inbound transaction data sync (transaction data comes from Opto) Inbound attribute data sync (attribute data comes from Opto)
Transmission type	API
Frequency	Export portfolio data from Addepar on-demand. Transactions and attribute data will regularly import to Addepar.
Required access level	Firm