Intelligently monitor performance
Deliver narrative performance reviews
Required Access Level
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
Before setup contact Storyline support
Before setup, contact Storyline support to learn about customization options for the integration.
Prepare for the integration in Addepar
Create an integration-specific user, grant user access, and create custom groups for the integration in Addepar.
Connect Addepar to Storyline
Create an organization in Storyline for Portfolio Insights episodes and connect to Addepar.
Preview AI-powered Portfolio Insights episodes
Once portfolio data from Addepar groups is processed in Storyline, preview the standard AI-generated Portfolio Insights episode.
How long does it take to set up the integration?
It usually takes around 15 minutes to set up the integration.
How long does it take to preview the first episode?
Depending on how many portfolios are syncing from Addepar, it can take up to 6 hours to generate an episode preview.
Can the episodes be customized?
Yes. In addition to the standard monthly Portfolio Insights episode, episodes can be customized and generated any time.
How does Storyline know which portfolios to include in episodes?
Episodes are based on groups in Addepar. During integration setup, determine which groups to include in the integration. Then, easily manage what goes into an episode by adjusting the corresponding group.
How often are episodes generated?
By default, standard Portfolio Insights episodes generate a few days after the end of each month. Firms can change the frequency to generate episodes on a daily, weekly, monthly, or quarterly basis.