Portfolio management

Front Office

Client Engagement

Wealth Advisors

North America

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Scale your business by streamlining workflows and adding new capabilities.

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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.

Middle Office

Risk Management

Investment Analytics

Family Offices

APAC

LATAM

EMEA

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. 

Institutions

Digital / Real Assets

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Overstone

Integrate valuation of your art collections into the Addepar platform

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

Premier

Planning

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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. 

Back Office

CRM / RMS

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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.

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.

Marketplace

Trading / Rebalancing

Alternatives Management

Osyte

True Multi-Asset Portfolio Management At Scale

Connect Addepar to Osyte for seamless end-to-end multi-asset portfolio and liquidity management. Osyte pulls portfolio data from Addepar to power rebalancing, trading, cash forecasting, and private asset workflow management—all in one platform.

Sustainable Investing

Private Banks

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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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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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SumIt Software

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

Integrate your investment transaction data directly into SumIt’s multi-entity general ledger platform.

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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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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. 

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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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.

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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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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.

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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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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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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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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. 

Compliance

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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.


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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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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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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.

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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.

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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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Addepar Widgets for Salesforce

Integrate Addepar portfolio analytics directly into Salesforce. 

The Addepar Widgets for Salesforce integrate Addepar portfolio analytics 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.

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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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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.

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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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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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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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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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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.

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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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.

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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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