SideDrawer’s cloud-based platform offers a simplified and streamlined implementation to eliminate repetitive tasks and automate daily workflows, and hands-on support to set up the integration with Addepar.
Last updated: 10-23-2023
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Represent complex Addepar portfolios in SideDrawer
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Provider Assisted Setup
A member of the integration partner’s support team will work with you to install, configure and test this integration. To get started, contact your representative at the partner firm for assistance.View Configuration Guide
To get started, an Addepar firm administrator will have to complete a firm-level setup for the integration. Then, users can complete the following steps.
Connect SideDrawer to Addepar
Go to Developers > Integrations and click “Set up a new integration". Select Addepar from the list of integrations.
Contact SideDrawer support for help mapping entities
Once the integration is connected, you’ll need to associate Addepar entities with data points in SideDrawer. Contact email@example.com for help completing this step.
Deliver reports to clients
After the mapping is complete, deliver your first set of reports to clients.