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Addepar Widgets for Salesforce

The Addepar Widgets for Salesforce integrate Addepar portfolio analytics directly into your Salesforce org. Use the Performance Widget to display key performance metrics and balances. Use the Analysis Viewer to display customizable Addepar views.

Last updated: 01-29-2025

Ad-hoc Portfolio Analytics

  • Access portfolio analytics from Addepar via Salesforce components.

Customizable Insights

  • Customize views displayed by the Analysis Viewer according to your business and user needs.

Contextual Links into Addepar

  • Navigate seamlessly from Salesforce to Addepar via contextual links.

User-Based Authorization

  • Govern data access through Addepar permissions ensuring data is visible only to authorized users.