Integrations
Yourefolio
Send client holdings and transactions from Addepar to Yourefolio to seamlessly plan for your client’s financial future.
Holistically plan for the future |
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Provide valuable insight into tax reduction strategies |
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Comprehensive estate picture |
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Authentication |
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Provider Assisted Setup
A member of the integration partner’s support team will work with you to install, configure and test this integration. To get started, contact your representative at the partner firm for assistance.
View Configuration Guide
Getting started
Sign up for the Yourefolio before using the integration.
1
Access Integration Partners page
Access Integration Partners page from 3-bar dropdown menu.
2
Select Addepar
Click on the “Integrate Addepar” button. On the redirected page, sign into Addepar with your credentials.
3
Search for User and Merge
Search for the user you wish to merge with their name and obtain relevant results. After finding the relevant user, merge their data into Yourefolio.