Create a comprehensive picture of your clients' estates
Ensure your clients’ estate plans are up-to-date
Optimize client onboarding
Required access level
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
Check your portfolio access in Addepar before setting up the integration.
Connect Addepar to create new Vanilla clients
If you’re just getting started with Vanilla, you can sync and instantly create multiple client profiles at the same time within the Clients section of Vanilla’s platform.
Connect Addepar to existing clients in Vanilla
If you need to sync Addepar data to an existing client, go to the specific client’s profile and connect to Addepar from their Settings.
Another way to onboard
You can also connect a new Addepar client to an estate profile during Vanilla’s Client Onboarding process. This takes place under the Financial Information step.