Integrations
Practifi
Effortlessly manage client portfolios by linking Addepar accounts and holdings directly to Practifi.
Unified client view |
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Track AUM growth |
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Monitor profitability |
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Authentication |
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Capabilities |
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Transmission type |
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Frequency |
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Required access level |
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Multi-Party Setup
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 GuideCreate an OAuth Provider
To get started, create a Static OAuth Provider in Practifi.
Set up the connection
Next, you’ll work with your Addepar representative to configure the remote sites which Practifi will connect to, and activate the Addepar integration.
Configure and test the integration
Finally, you’ll work with your Practifi representative to enable the Addepar integration, test the data sync, and set up the data management capabilities.