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.
Last updated: 10-25-2023
Save time to focus on what matters
Align portfolios with values
Answer the questions clients care about
Streamline the proposal process
Use AI to analyze key portfolio performance factors
Required access level
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 Guide
Create a group in Addepar
This defines whose portfolio data should be sent to YourStake.
Connect Addepar to YourStake
Within the Investor Profiles section, click ‘Add Addepar’ and complete the workflow.
Confirm the data transferred
The selected Addepar clients, groups, and prospects should create unique Investor Profiles in YourStake.