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Integrations

Salesforce

Provides financial professionals with the analysis and data they need to accurately assess and manage diverse investor portfolios.

Last updated: 10-28-2022

Run reports with client and portfolio data

  • Access aggregated data, including custodial and offline holdings, for every account and household.

Automated 
portfolio sync

  • Portfolio data from Addepar is automatically reflected in Salesforce and refreshed daily.

Generate alerts

  • Create alerts based on portfolio activity such as swings in value or cash disbursements.

Initiate new 
workflows

  • Track needs across platforms to intiate workflows.