Integrations
SumIt Software
SumIt is a multi-entity general ledger purpose-built for family offices. This integration brings your Addepar portfolio and transaction data straight into your books.
Automated journal entry creation |
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Full control before you post |
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Realized & unrealized gains |
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Verify against the source |
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Import when it fits your close |
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Authentication |
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Capabilities |
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Frequency |
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Transmission Type |
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Required Access Level |
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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 GuideRequest the integration
Work with your SumIt Customer Service representative to get the Addepar connection set up on the SumIt site.
Connect Addepar to SumIt
Send the API credentials securely to SumIt and your SumIt Customer Service representative will enable the integration.
Extract portfolio and transactions data
Import your investment data at the frequency you want at a click of a button.
Does SumIt help with implementation?
Yes, everything is done in-house and SumIt leverages Addepar’s team to ensure a smooth process.
Does the integration handle realized and unrealized gains?
Yes. SumIt recognizes short and long-term realized gains and marks investments to market against Addepar's period-end values.
Can I consolidate entries?
Yes. Net activity into a single entry per ledger by day, month, or quarter.
How is my Addepar data handled?
Connected via OAuth.
Can the integration evolve to include other data points?
Yes, SumIt works with clients to understand requirements across inbound and outbound data flows.
- Why Do You Need a Simpler General Ledger?
- Case Study: How Bulletproof Leverages SumIt To Make Data Driven Decisions
- Case Study: How Temerity Capital Partners Simplified Their Accounting With Sumit
- Empowering Rising-Gen Owners with Cutting-Edge Technology
- The Realities of Implementing Family Office Accounting Software
- How P Holdings handles 1,800 monthly transactions from a single brokerage account — powered by SumIt's Addepar integration