Integrations
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FutureVault
Client Engagement, Account Aggregation

Bipsync
CRM / RMS

SumIt Software
General Ledger / Accounting

Addepar for Salesforce (Beta)
CRM / RMS

Osyte
Marketplace, Trading / Rebalancing, Alternatives Management

Fynancial
Client Engagement
Front Office
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Albourne
Investment Analytics, Alternatives Management

Opto Investments
Marketplace, Alternatives Management

Vanilla
Planning

Fynancial
Client Engagement

Overstone
Digital / Real Assets

Luminary
Planning
Middle Office
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Addepar Navigator
Investment Analytics, Planning, Alternatives Management

MSCI Wealth Manager
Risk Management, Investment Analytics

Aquila
Tax Management

Supernova Technology
Marketplace

CAPS
Compliance

Addepar Alts Data Management
Alternatives Management