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	No more switching back and forth between two systems. Have updated positions, transactions, and balances readily available in the WealthHub CRM.
Combine special asset management with Addepar’s portfolio management	WealthHub’s modules for real estate, planes, boats, art, collectibles, oil/mineral/gas interests allow active management of fiduciary tasks related to real property.
Autopopulate your UHNW workflows	Financial data pulls in automatically into workflows like distribution approval, tax prep, admin reviews, special asset reviews, client meeting prep and others.
Leverage Addepar widgets	Display any custom Addepar analysis views natively in your CRM with Addepar's widget managed package.