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
1
Request Views
Type the step body here
2
Connect WealthHub to Addepar
Go into FuturePlanners settings and click "Connect" to Addepar
3
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.