Integrations
WealthHub
Elevate service for Ultra-High-Net-Worth Individuals and improve the efficiency of your trust company, family office, or RIA by uniting Addepar portfolio and transaction details with trust administration in one holistic platform.
Up-to-date financial information easily available for customer service and communications |
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Combine special asset management with Addepar’s portfolio management |
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Autopopulate your UHNW workflows |
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Leverage Addepar widgets |
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Getting started
Sign up for the WealthHub's Sliver subscription before setting up the integration
Request Views
Type the step body here
Connect WealthHub to Addepar
Go into FuturePlanners settings and click "Connect" to Addepar
Enter ViewID into the platform
Take each Addepar View IDs to map assets to portfolio in WealthHub
Do I need to be an existing Salesforce user to use Addepar with WealtHub?
No, many of our clients are completely new to Salesforce.
Can I use an existing Salesforce-Addepar connector?
You can, but you will limit your functionality in WealthHub, as our data architecture in Salesforce is uniquely designed to handle legal entities and mulit-family, multi-generational relationships
Can I set up my WealthHub–Addepar integration directly in Addepar?
No, please contact your WealthHub Customer Success team to get your Addepar integration set up.
Can WealthHub handle the complex ownership relationships I have set up in Addepar?
Yes, WealthHub has both an Ownership Profile for assets and entities and an Entity Hierarchy that can be translated directly from Addepar.