Integrations
Sugi
Discover the climate impact of portfolios and manage their impact using high-integrity carbon credits by sending Addepar data to Sugi.
Leverage best-in-class environmental data |
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Explore extensive coverage of asset classes |
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Rebalance using integrated carbon credit service |
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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
Getting started
Email sales@sugi.earth and sign up for a package with Sugi before setting up the integration.
1
Determine users
Compile a list of Portfolio IDs for clients who would like to use Sugi, and communicate it to Sugi.
2
Connect Sugi to Addepar
Following the provided link, the administrator should sign in to Addepar and authorize the integration.
3
Communicate logins to clients
On authorization, Sugi will create accounts for each of your clients and display a list of logins. You can communicate this information to your clients, who can then change their details on first login.
Does Sugi require you to sign up before using this integration?
Yes. Contact sales@sugi.earth to understand options available for your firm.