Wealth Advisors

APAC

LATAM

EMEA

North America

Class Action

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Scale your business by streamlining workflows and adding new capabilities.

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11th.com

Automated class action funds recovery for RIAs

11th.com is an automated investor recovery solution that makes class action payouts for wealth managers as seamless as dividends. 

Middle Office

Back Office

Alternatives Management

Family Offices

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Addepar Alts Data Management

Automates the complex task of managing alternative investment data

Addepar Alts Data Management automates the complex task of managing alternative investment data, eliminating operational burdens and providing timely, high-quality insights.

CRM / RMS

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Addepar for Salesforce (Beta)

Sync data between your Addepar instance and your Salesforce org

The re-launched Addepar for Salesforce integration allows you to schedule a highly flexible daily data sync from Addepar to Salesforce that updates existing Salesforce records representing existing Addepar entities and creates new Salesforce records for new Addepar entities.

Investment Analytics

Planning

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Addepar Navigator

Addepar add-on module providing forward-looking cashflow analysis

Addepar Navigator is a premium portfolio modeling and projection solution that allows users to simulate scenarios and forecast cash flows for their alternative investments.

Premier

Addepar Widgets for Salesforce

Embed Addepar capabilities directly into your Salesforce org

The Addepar Widgets for Salesforce embed Addepar capabilities directly into your Salesforce org. Use the Performance Widget to display key performance metrics and balances. Use the Analysis Viewer to display customizable Addepar views. Use the Reports Widget to run and download Addepar reports.

Front Office

Marketplace

Trading / Rebalancing

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Adhesion

Send positions data to Addepar for enhanced sleeve-level reporting

Adhesion's multi-custodial UMA platform helps you provide clients with multiple products, models, and managers in a single account. 

General Ledger / Accounting

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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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Albourne

Leverage Albourne’s advanced reporting and analysis capabilities.

Transfer portfolio accounting data from Addepar to the Albourne Platform, allowing you to leverage Albourne’s advanced reporting and analysis capabilities.

Institutions

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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. 

Tax Management

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Aquila

See potential tax impact and savings in Aquila

See potential tax impact and savings on your clients’ investments by sending holdings and transactions from Addepar to the Aquila app.

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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.

Client Engagement

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Asset-Map

Create more meaningful conversations with your clients

Create more meaningful conversations with your clients with the Asset-Map + Addepar integration. Instantly send client holdings and transactions from Addepar into Asset-Map for a seamless planning experience.

Private Banks

Risk Management

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Athena

Athena unifies wealth management trading, modelling, and rebalancing

Athena is a cloud-native execution platform for wealth management that unifies trading, modelling, and rebalancing across multi-asset, multi-currency portfolios - leveraging real-time data to enable fast, accurate trade execution and dynamic portfolio adjustments at scale.

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Bipsync

Sync Addepar data with Bipsync to streamline your research process

Connect Addepar’s portfolio data with your investment research and due diligence workflows in Bipsync’s purpose-built research management software.

Compliance

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BITA Risk®

Integrated with Addepar for efficient REG-9 and post trade compliance

BITA Risk® portfolio compliance and analytics specialists’ new REG-9 solution integrated with Addepar addresses current REG-9 challenges through flexible REG-9 and Unique Asset reviews, portfolio rule, risk and return monitoring. Extensive audit and management info back the holistic REG-9 report.

Custody Platform

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BNY | Pershing

Connect directly to NetX360+ from portfolio views in Addepar

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

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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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CAPS

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.


Chicago Clearing Corporation

Remove the hassle of securities claim filing with Chicago Clearing

Send client holdings and transactions from Addepar to Chicago Clearing Corporation (CCC) to seamlessly identify opportunities, file claims and recover money owed in securities and antitrust class action settlements.

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.

Digital / Real Assets

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Coinbase Integration

Monitor cryptocurrency holdings in Addepar

Connect your Coinbase account to Addepar to view your crypto assets alongside the rest of your wealth portfolio. 

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CompositeBuilder®

Rule-governed automation for composite construction and maintenance

CompositeBuilder® provides end-to-end, rule-governed automation for composite construction and maintenance.  The integration with Addepar imports portfolio attributes, holdings, transactions, and performance required for rules and calculations.

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Dispatch

Sync household and client data with Dispatch

Use Dispatch to onboard clients in seconds and keep their data in sync between Addepar, your CRM, and other systems. 

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Dorsum

A Digital Wealth Portal connected to your Addepar Platform

Land a fully branded digital Wealth Portal connected to your Addepar Platform in a quick time frame. Stay connected with your clients, increase their satisfaction by providing a modernize wealth hub available both on mobile and web. 

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Eaglebrook

Report on clients’ digital assets for enhanced reporting in Addepar

Eaglebrook provides RIAs with direct access to bitcoin and digital assets in a separately managed account (SMA) structure. 

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eMoney

Addepar integrated data powers financial planning

Sync Addepar portfolio data to power your financial plans and deliver comprehensive advice with access to Addepar reports in eMoney.

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Etcho

Grow your business through a values-based approach to advising

Etcho enables advisors to align investments with client values, transform relationships, ensure suitability, and drive business growth through a personalized advisory approach.

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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.

FactSet

Sync client holdings with FactSet for portfolio analysis

Send client holdings from Addepar to FactSet to seamlessly integrate and analyze your portfolio data.

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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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Flourish

View Flourish account balances and transactions all within Addepar

View Flourish account balances and transactions, all from within Addepar.

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Forest Systems

Sync cash and investment data for double-entry accounting

Sync cash and investment data between Forest, a comprehensive double-entry general ledger, and Addepar.  Transactions are seamlessly created, updated, and deleted in Addepar when saved via Forest.  Retrieve investment data from Addepar back to Forest and create double-entry transactions. 

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FutureVault

Automatically export performance reports and documents to FutureVault

FutureVault automates, aggregates, and centralizes Client, Advisor, and Enterprise documentation and extracts critical data via LLMs and OCR, driving insights, intelligence, workflow, and engagement at scale.

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Fynancial

Seamlessly integrate portfolio insights with client engagement tools

Fynancial provides firms with their own branded app, seamlessly integrating Addepar’s portfolio insights with powerful client engagement tools. By meeting clients on their phones, RIAs can deliver personalized experiences, strengthen relationships, and drive growth.

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IMTC

Send portfolio data to IMTC to analyze pre-trade investment decisions

Inform your fixed income analysis process with a more complete picture of overall investment strategies by syncing clients’ portfolio data from Addepar to IMTC.

Proposals

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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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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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Koyfin

Sync portfolios with Koyfin for analysis, reporting, and proposals

Import Addepar portfolios into Koyfin for analysis and client reporting. Compare against benchmarks and models, identify gaps in allocation, exposure, risk, and fees, and turn your analysis into client-ready reports and proposals.

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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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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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Luma

Discover innovative solutions to accessing alternative investments

Luma Financial Technologies provides a multi-issuer/carrier platform for structured products and annuities. The integration allows users to leverage Luma structured note position attributes in the Addepar analysis and reporting platform. 

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Luminary

Track and report on a clients’ estate, family and finances in Luminary

Build a comprehensive view of your clients' estate, family, and financial information. Track trust details and value created, build comprehensive entity maps, and calculate projected estate tax and legacy impact. 

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MantaRisk

Advanced analytics, stress testing, optimization, performance analysis

MantaRisk provides advanced portfolio analytics for Addepar users seeking to enhance risk management, automate portfolio balancing, or gain deeper insights into performance. MantaRisk delivers operational efficiency, supports regulatory alignment, and improves client 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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