In the Works

Custodian Platform

Broker-Dealer

Family Office

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Simplify your workflow, improve communication, and streamline operations.

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BNY Mellon | Pershing’s NetX360+

Connect directly to NetX360+ from a portfolio view in Addepar

Simplify your workflow by connecting directly to accounts in NetX360+ from portfolio views in Addepar.

Alternatives Workflow Management

General Ledger

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KnowLedger

KnowLedger is middleware that will sync Addepar data with Sage Intacct

Powered by a rules engine, KnowLedger applies the same logic an accountant would use to systematically create journal entries. The integration securely collects and transmits data from Addepar to Sage Intacct.

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Salesforce

Sync portfolio and analytics data directly into Salesforce and Fina...

Provides financial professionals with the analysis and data they need to accurately assess and manage diverse investor portfolios.

Compliance

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Smartria

Export client, account, and holdings data to Smartria

Use Addepar client, account, and holdings data in Smartria to easily meet your firm’s compliance needs. 

Private Bank

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Wealthbox

See financial account data from Addepar on Wealthbox contact records

The Wealthbox integration allows you to see summarized details from Addepar for a client's portfolio, including asset class, value, and % of a portfolio. Access linked Addepar clients from Wealthbox contact pages, and manage linked Addepar clients within Wealthbox.

Portfolio Investment Analytics

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YCharts

Easily export Addepar portfolio data to YCharts

Maintain consistency and enhance your analysis by sending portfolio and account data to YCharts. Using powerful analysis and reporting tools, you can easily model Addepar portfolio data and test new ideas within charts, scatter plots, tables, and more.  

Custody Platform

Portfolio Management

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Schwab Advisor Center®

Activate Single Sign-On (SSO) from Addepar to Schwab Advisor Center to seamlessly view accounts and securities, transfer cash, submit fees, and more.


Trading/Rebalancing

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Addepar AdvisorPeak

Trading and rebalancing for seamless portfolio management workflows

Addepar’s trading and rebalancing module provides seamless portfolio management workflows. 

Planning

Risk Tolerance

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Libretto

Manage the full financial structure with Addepar data in Libretto.

With Libretto and Addepar, you have the tools to deliver clients comprehensive advice and unify your financial strategy process. The integration enables you to effortlessly conduct financial planning, portfolio construction, and wealth management all in one place. 

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StratiFi

Sync portfolio data, risk data, and files between systems

Sync essential risk data, documents, and portfolio data between StratiFi and Addepar to easily generate proposals, see portfolio risk, and help increase Investment Policy Statement (IPS) compliance. 


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Fabric Risk for Advisors

Run risk analyses on your client data from Addepar.

The Fabric integration allows you to import your client data and taxonomies into the Fabric Risk application from Addepar in order to run risk decomposition analyses.


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AgilLink

Transforms investment data into general ledger journal entries

Transform Addepar investment data into journal entries for your general ledger to holistically reflect decisions in your net-worth reporting.

Sustainable Investing

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Jacobi

Multi-asset portfolio design, analysis, and engagement

Jacobi streamlines multi-asset portfolio design, analysis, and engagement. Sync portfolio holdings and attributes from Addepar to Jacobi to run ex-post and ex-ante analytics, and run 'what-if' scenarios for hypothetical portfolios.

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Canoe Intelligence

Automate the delivery of valuations and transactions data

Automatically sync alternative investments and ownership data from Addepar to Canoe, and deliver portfolio transactions and alternatives data from Canoe directly into Addepar.

DIY Setup

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Fidelity Wealthscape℠

Brokerage information and direct access to Wealthscape℠

Seamlessly and securely navigate to Wealthscape℠ from Addepar to help streamline workflows and more efficiently leverage data.

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Addepar Navigator

Addepar add-on module providing forward-looking cashflow analysis

Addepar add-on module providing forward-looking cashflow analysis and portfolio impact for private investment capital commitments test.

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MoneyGuide

Powerful planning tools with aggregated portfolio data

Use Addepar ownership structure data to search, access, and link entities in real-time, creating a more streamlined experience for advisors and clients.


Performance Standards (GIPS)

Composites

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CAPS, inc. 

Cloud-based composite management system and reporting solution

CompositeHub™ is CAPS' cloud-based composite management and reporting solution. The integration enables clients to import portfolio-level data (attributes and performance) into CompositeHub, where a rules engine automates the construction of your composites for easier GIPS® and SEC reporting.


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Everysk

Custom workflows and automation to power reports, analytics, and more

Leverage Addepar portfolio data to assess various risk and attribution analytics. Fund managers and allocators can use Everysk to establish robust investment processes through a sophisticated and automated digital workforce.

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Practifi

Feed Addepar data into Practifi's relationship management platform

Effortlessly manage client portfolios by linking Addepar accounts and holdings directly to Practifi.

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Kwanti Analytics

Portfolio investment analytics and portfolio modeling platform

Kwanti offers portfolio modeling, analysis and proposal generation for financial advisors and investment managers.

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Arch 

Document collection and data processing for alternative investments

Arch connects to Addepar’s API to sync private investment valuation and transaction updates from Arch to Addepar.

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YieldX

Customized portfolio building and optimization for income investing

YieldX offers investors the ability to create and optimize customized portfolios of income-producing investments. With the integration, users can pull in their Addepar portfolios, analyze asset-level data, and generate optimizations to increase yield, mitigate risk, or target income levels.

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Venn by Two Sigma

Integrate Addepar portfolio data into Venn’s analysis platform

Venn by Two Sigma uses the Two Sigma Factor Lens™ to offer a unique multi-asset class look at how exposures to global risk factors may affect investment performance and volatility, helping clients stay aligned with their strategic objectives. 


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RightCapital

Precise planning and analysis leveraging Addepar position-level data

RightCapital leverages technology to make financial planning easy for advisors and their clients, resulting in greater efficiency, stronger relationships, and business growth.

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eMoney

Addepar integrated data powers financial planning

Save time and deliver comprehensive advice with access to Addepar reports in eMoney.

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