Integrations
SumIt Software
Integrate your investment transaction data directly into SumIt’s multi-entity general ledger platform.
Automated Creation of Journal Entries |
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On-Demand Data Import |
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Detailed Import Trail |
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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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Request 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 we leverage Addepar’s team to ensure a smooth process
Can the integration evolve to include other data points?
Yes, we work with our clients to understand their requirements (e.g. inbound, 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