
Integrations
YourStake
Align your Addepar clients’ portfolios with their values in YourStake. Use the integration to assess portfolio exposure by position, screen for value–based funds, and share portfolio impact in a personalized, explainable, and transparent way.
Save time to focus on what matters |
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Align portfolios with values |
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Answer the questions clients care about |
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Streamline the proposal process |
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Use AI to analyze key portfolio performance factors |
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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 Guide1
Create a group in Addepar
This defines whose portfolio data should be sent to YourStake.
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Connect Addepar to YourStake
Within the Investor Profiles section, click ‘Add Addepar’ and complete the workflow.
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Confirm the data transferred
The selected Addepar clients, groups, and prospects should create unique Investor Profiles in YourStake.