Sync essential risk data, documents, and portfolio data between StratiFi and Addepar to easily generate proposals, see portfolio risk, and help increase Investment Policy Statement (IPS) compliance.
Last updated: 10-23-2023
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Required access level
Do It Yourself
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.View Configuration Guide
Connect StratiFi to Addepar
Go to StratiFi settings and activate the integration with Addepar.
Set up the data sync
Permission portfolio data and risk scores to sync between the systems.