Integrations
VRGL
Effortlessly create, analyze, and report on your Addepar clients’ portfolio within VRGL’s Client Acquisition, Proposal Management, and Retention (“CAPM & R”) platform including the ability to leverage institutional-grade risk analytics.
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Easily apply scenarios and assess the data |
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Powerfully visualize portfolio risk |
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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
Getting started
Prior to setup, email support@vrglwealth.zendesk.com and request the integration be enabled for your firm.
Connect VRGL to Addepar
In VRGL, click on ‘Add Profile(Addepar)’ from the Investor Profiles section.
Sign in to Addepar
Sign in to Addepar to connect the integration.
Select clients, groups, and prospects
The integration will create an investor profile for each selection and refresh daily.
Is there a way to manually refresh the data?
Yes. Navigate to the Connected Accounts section of a user profile and manually refresh the account.
Which Addepar entities can sync to VRGL?
The VRGL integration can sync portfolio and transaction data for groups, clients, or prospects into Addepar.