Integrations
Supernova Technology
Automatically evaluate and monitor your Addepar clients’ assets in Supernova to quickly establish lines of credit through securities-based lending (SBL).
Share a forward-facing look |
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Monitor and evaluate assets |
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Streamline SBLOC applications |
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Authentication |
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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 GuideCreate an API key
Go to Addepar and create an API key for the integration.
Contact Supernova
Contact your Advisor Admin at Supernova to set up the integration.
Connect Addepar to Supernova
Authorize the connection with Supernova. Your clients' portfolio data will sync daily for the underwriting, servicing, and collateral monitoring stages in Supernova.
What types of accounts are eligible to be pledged to Supernova for an SBLOC?
Non-retirement, individual, joint, and revocable trust accounts are eligible to pledge as collateral for an SBLOC. Irrevocable trusts and non-operating, business entity accounts may be eligible under review.
What are the advantages of an SBLOC?
An SBLOC offers highly competitive pricing and access to liquidity. Clients can utilize multiple investment accounts as collateral and combine them into one line. There are no fees associated with the line and clients are only required to pay the interest monthly, provided the SBLOC is in good standing and there has not otherwise been a collateral call.