Integrations

Smartria

Use Addepar client, account, and holdings data in Smartria to easily meet your firm’s compliance needs.

Maximize compliance oversight	Include Addepar data in Smartria to ensure that fiduciary data is transparent and documented, fulfill regulatory obligations, and monitor your client’s account data.
Monitor trading activity	Verify that trades comply with company trade rules and detect front-running.
Simplify reporting	Seamlessly sync Addepar transactions to simplify your quarterly transactions and annual holdings reporting.

Authentication	OAuth (authorization workflow)
Capabilities	Outbound portfolio data (Portfolio data comes from Addepar) Outbound transaction data (Transaction data comes from Addepar)
Transmission type	API
Frequency	Data syncs every evening
Required access level	Firm