Integrations
wealth.com
Sync client asset data to wealth.com to dynamically feed into clients' estate plans, including visual reports, estate tax analysis, and asset flow projections.
Onboard clients efficiently |
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Provide up-to-date estate plan oversight, reporting, and analysis |
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Strengthen meaningful client conversations |
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Authentication |
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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
Request the integration
In order to set up the Wealth.com + Addepar Integration, you will need to have the proper access on both applications.
Connect Addepar to Wealth.com
Each advisor to make the connection between Addepar and Wealth.com via Advisor Management Dashboard or simply enter the URL directly: app.wealth.com/advisor/settings/connections.
Import assets from a client’s portfolio in Addepar into Wealth.com
Now that Wealth.com and Addepar are connected, you can import some or all of a client’s portfolio in Addepar into their Wealth.com client account.