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Back Office

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Trading / Rebalancing

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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.

Premier

General Ledger / Accounting

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Asseta

Sync Addepar holdings and transactions to your Asseta general ledger

Integrate your investment and accounting data into one unified source of truth for family offices

Client Engagement

CRM / RMS

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Trusted Family

Generate and distribute Addepar reports through Trusted Family

Trusted Family is the operating system (familyOS) for enterprising families. It brings communication, governance, ownership and next-gen education into one secure platform. Trusted by 200+ families and family offices worldwide, we combine technology, industry insights and a global peer community.

Planning

Tax Management

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Pontera

Pontera enables reporting and billing in Addepar

Pontera integrates with Addepar to enable performance reporting and automated fee billing for held-away accounts. Using daily file delivery, Pontera sends balances, positions, transactions, securities, and pricing data so advisors can run reporting and billing within Addepar.

Custody Platform

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Vestmark

Empowering firms with solutions to scale efficiently across accounts

Vestmark empowers firms with portfolio management and trading solutions, delivering accuracy, efficiency, and scale across accounts.

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Voyant

Wealth management experience focused on meaningful client engagement

Wealth management experience focused on meaningful client engagement and comprehensive planning that pulls client portfolio holdings data from Addepar. 

Marketplace

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DPL Financial Partners

Get an integrated view of clients' annuities with DPL inside Addepar

This integration ensures annuities with DPL are accurately represented inside Addepar, eliminating manual data entry, reducing errors, and giving advisors a real-time, consolidated view of client wealth.

Digital / Real Assets

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Appraisal Bureau

Independent art valuations, available where advisors already work. Appraisal Bureau brings recurring valuations into Addepar so art collections can be reported alongside the rest of a client's wealth.

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.

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FlyerFT Co-Pilot

Streamline, automate, and scale your portfolio trading

Automate multi-asset portfolios and trade across brokers with Flyer Co-Pilot by importing aggregated Addepar data for valuations, open tax lots, and balances. Confidently maintain portfolios within target allocations with a comprehensive intraday IBOR while growing your business cost-effectively.

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Overstone

Integrate valuation of your art collections into the Addepar platform

Integrate dynamic valuations of your art and passion asset collections into the Addepar platform. Overstone’s AI, combined with insights from experienced specialists, enables you to monitor and optimize the financial value of your passion assets.

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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.

Proposals

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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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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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SumIt Software

Integrate data into SumIt’s multi-entity general ledger platform.

SumIt is a multi-entity general ledger purpose-built for family offices. This integration brings your Addepar portfolio and transaction data straight into your books.

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WealthHub

Send holdings and transaction to WealthHub

Elevate service for Ultra-High-Net-Worth Individuals and improve the efficiency of your trust company, family office, or RIA by uniting Addepar portfolio and transaction details with trust administration in one holistic platform.

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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.

Class Action

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.

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Wealth Write.Up

Investment accounting and tax reporting for securities portfolios

Extend your Addepar portfolios and transaction data into an AI-powered investment accounting platform to automate transaction posting, multi-currency accounting, and tax reporting. Streamline workflows and maximise operational efficiency with our purpose-built General Ledger.

MSCI Wealth Manager

Send holdings and transactions to MSCI Wealth Manager

Send your clients' financial data and taxonomies from Addepar to MSCI Wealth Manager to design risk-aware portfolios. 

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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). 

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RedBlack Software

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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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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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.

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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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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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Flourish

View Flourish account balances and transactions all within Addepar

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

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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. 

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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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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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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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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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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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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. 

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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.

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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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Summitas

Elevate the client experience with Summitas and Addepar

Elevate the client experience with Addepar and Summitas. This integration syncs Addepar portfolio data with Summitas Finboard summary data analytics, enhancing communication, content management, and workflow efficiency across financial advisory teams.

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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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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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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.


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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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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.

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