Addepar for Salesforce

This two-way integration enables you to access data where you need it. Choose to send Addepar portfolio data to Salesforce, Salesforce account details to Addepar, or send data in both directions. This integration works with Practifi, the Financial Services Cloud (FSC), and Sales Cloud.

Last updated: 10-23-2023

See a 360° view in Salesforce

  • Sync aggregated Addepar portfolio data, including custodial and offline holdings, for every account and household to Salesforce.

Update clients in Addepar

  • When you manage Salesforce accounts, corresponding clients and legal entities automatically update in Addepar.

Improve operational efficiency

  • Leverage the integration to save time toggling between applications.