Portfolio management

Planning

Portfolio Management

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Simplify your workflow, improve communication, and streamline operations.

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Vanilla

Simplify estate planning by sending financial data to Vanilla

Sync clients’ accounts and assets to estate profiles in Vanilla for a complete picture of your clients’ family and financial information.

Compliance

Family Office

Private Bank

Institutions

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Entole

Create an integrated digital experience for clients and team members by syncing holdings, transactions, and reports from Addepar to the Entole Command Center. 

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Plaid

Authorize and connect accounts to Addepar

Clients use Plaid to authorize and connect accounts from institutions in an instant. With access to more than 12,000 institutions worldwide, Plaid unlocks your clients’ ability to create a complete picture of their investment profile in Addepar. This integration is currently in beta. 

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Supernova Technology

Evaluate clients’ assets and establish lines of credit in Supernova

Automatically evaluate and monitor your Addepar clients’ assets in Supernova to quickly establish lines of credit through securities-based lending (SBL). 

Investment Analytics

Broker-Dealer

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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. 


Operations

General Ledger / Accounting

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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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Practifi

Send Addepar data to Practifi's relationship management platform

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

Risk Management

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Fabric 

Send your clients financial data and taxonomies from Addepar to Fabric to design risk-aware portfolios. 

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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. 


Other

Alternatives Data Management

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AltExchange

Send clients’ alternatives data from AltExchange AdvisorVue to Addepar

Sync your clients’ alternative investment data to Addepar to optimize your financial planning strategy and gain a holistic understanding of your clients’ wealth. 

Custody

Custody Platform

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Coinbase

Monitor cryptocurrency holdings in Addepar

Connect your Coinbase account to Addepar to view your crypto assets alongside the rest of your wealth portfolio. This integration is currently in beta. 

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After Tax Reporting Solutions, LLC (ATRS)

Analyze and report on after-tax portfolio results in Addepar 

Incorporate ATRS after-tax results to drive decision-making discussions with your clients. Cross-referencing tax transactions with federal, state, and local tax details, the integration delivers a view of portfolio results after taxes through a suite of attributes and Addepar reporting templates.

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Addepar for Salesforce

This two-way integration enables you to access data where you need it. Choose to send Addepar portfolio data to Salesforce, Salesforce account details to Addepar, or send data in both directions. This integration works with Practifi, the Financial Services Cloud (FSC), and Sales Cloud. 

Sustainable Investing

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Clarity AI

Analyze, monitor & report on the sustainability of clients' portfolios

Analyze, monitor, and report on the sustainability of clients’ portfolios with Clarity AI’s environmental and social insights.

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YourStake

Send data to YourStake to align portfolios with clients’ values

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.

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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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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.  

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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.

Proposals

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VRGL 

Send portfolio data to VRGL’s risk analytics

Effortlessly create, analyze, and report on your Addepar clients’ portfolio within VRGL’s Client Acquisition, Proposal Management, and Retention (“CAPM & R”) platform including the ability to leverage institutional-grade risk analytics.

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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. 

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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.


Financial planning

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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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Opto Investments

Send client holdings and alternatives data between systems

Send portfolio data from Addepar to Opto for inclusive financial planning, then easily import alternative investment holdings from Opto back into Addepar for comprehensive analysis and reporting.

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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.


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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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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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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.

Trading / Rebalancing

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Rebalance portfolios and execute trades using Addepar data 

Import position valuations, open tax lots, account balances, custom attributes, and taxability status of accounts from Addepar into RedBlack to perform security-level rebalancing and trading and maintain portfolios within target allocations.

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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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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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eMoney

Addepar integrated data powers financial planning

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

Compositie Management / GIPS

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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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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.

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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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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.

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Addepar Widgets for Salesforce

See account balances and metrics in Salesforce

See account balances and performance metrics in an instant with Addepar's performance widget in Salesforce.

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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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Addepar AdvisorPeak

Trading and rebalancing for seamless portfolio management workflows

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

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