Integrations
Summitas
Elevate the client experience with Addepar and Summitas. This integration syncs Addepar portfolio data with Summitas Finboard summary data analytics, enhancing communication, content management, and workflow efficiency across financial advisory teams.
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Scale Client Relationships |
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Know You Are Secure |
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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 Guide
Set up the integration
Once the Customer Success team advises that the integration is ready to connect, they will request that you complete authorization from the Summitas portal.
Connect Addepar to Summitas
Establish and authorize the connection from Summitas to Addepar to initiate the data flow.
Commence Using Finboard
Once Summitas Customer Success advises that everything is ready, Finboard can be used within the Summitas platform to query financial and portfolio data from Addepar.