Operations

Front Office

Trading / Rebalancing

Advisor

North America

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Simplify your workflow, improve communication, and streamline operations.

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intelliflo redblack

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.

Investment Analytics

EMEA

Client Engagement

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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. 

Planning

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wealth.com

Integrate Addepar portoflio data to wealth.com's estate planning tool

Sync client asset data to wealth.com to dynamically feed into clients' estate plans, including visual reports, estate tax analysis, and asset flow projections.

Digital / Real Assets

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Flourish

View Flourish account balances and transactions all within Addepar

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

Family Office

LATAM

APAC

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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.

Back Office

Compliance

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. 

Private Bank

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ORCA

Automatically sync ownership and valuations information to ORCA

Automatically sync ownership and valuations information to ORCA. ORCA uses this data to create dynamic structure charts that you can enrich with legal, tax, and compliance data and securely share with any stakeholder.

Portfolio Management

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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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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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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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Yourefolio

Send client holdings and transactions from Addepar to Yourefolio

Send client holdings and transactions from Addepar to Yourefolio to seamlessly plan for your client’s financial future.

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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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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.

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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.

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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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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. 

Account Aggregation

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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 8,000 US and CA institutions, Addepar's integration with Plaid unlocks a clients’ ability to create a complete picture of their investment profile. This integration is currently in beta.

Middle Office

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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. 

Custody Platform

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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. This integration is currently in beta. 

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SMArtX

A leading innovator of managed accounts technology

SMArtX Advisory Solutions is a leading innovator of managed accounts technology, offering solutions designed to modernize outdated legacy technologies across the financial services industry.

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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.

Risk Management

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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MSCI Fabric 

Send holdings and transactions to MSCI Fabric

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

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Storyline

Narrate clients’ portfolio insights with AI-generated video episodes

Transform your data into personalized, interactive video episodes for customers, account managers, executives, and researchers with Storyline's AI technology. 

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SideDrawer

Eliminate repetitive tasks and automate daily workflows in SideDrawer

SideDrawer’s cloud-based platform offers a simplified and streamlined implementation to eliminate repetitive tasks and automate daily workflows, and hands-on support to set up the integration with Addepar.

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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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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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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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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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.  

Composite 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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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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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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BNY Mellon | Pershing

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.

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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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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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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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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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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.

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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.


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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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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.

Lending

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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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