Integration Center

Integration Center

  • Browse
    • Portfolio Data Feeds

      Securely deliver your client's financial data directly to their portfolio.

      Arrow Right
    • Market Data Feeds

      Benchmark your clients' portfolios against relevant third-party data.

      Arrow Right
    • Integrations

      Simplify your workflow, improve communication, and streamline operations.

      Arrow Right
    • Services & Consultants

      Enlist services from our growing ecosystem of best-in-class consultants.

      Arrow Right
  • Browse
    • Portfolio Data Feeds

      Securely deliver your client's financial data directly to their portfolio.

      Arrow Right
    • Market Data Feeds

      Benchmark your clients' portfolios against relevant third-party data.

      Arrow Right
    • Integrations

      Simplify your workflow, improve communication, and streamline operations.

      Arrow Right
    • Services & Consultants

      Enlist services from our growing ecosystem of best-in-class consultants.

      Arrow Right
Developers

Collections

  • All
  • Outside US
  • US

Sort

Filter

Portfolio Data Feeds

Securely deliver your client's financial data directly to their portfolio.

Download Full ListRequest More Info

Request more info

Ask an Addepar team member any questions you may have.

Container Image

Sort

Filter

Outside US

40 results

Feed Image

Banco Itau (US)

Custodian

Arrow Right
Feed Image

Banco Santander Private Bank Suisse

Custodian

Arrow Right
Feed Image

Bank J. Safra Sarasin

Custodian

Arrow Right
Feed Image

Bank of Nova Scotia

Banking

Arrow Right
Feed Image

Bank Vontobel AG (CH)

Custodian

Arrow Right
Feed Image

Banque Pictet & Cie

Custodian

Arrow Right
Feed Image

Barclays Bank SA

Custodian

Arrow Right
Feed Image

BMO Global Asset Management

Trust

Arrow Right
Feed Image

BMO Investorline

Custodian

Arrow Right
Feed Image

BMO Nesbitt Burns

Custodian

Arrow Right
Feed Image

BMO Prime Brokerage

Custodian

Arrow Right
Feed Image

BMO Private Banking

Custodian

Arrow Right
Feed Image

Canaccord Financial

Custodian

Arrow Right
Feed Image

CIBC Mellon

Custodian

Arrow Right
Feed Image

Citi Private Bank EMEA

Custodian

Arrow Right
Feed Image

Credit Suisse PsN Light (CH, LU)

Custodian

Arrow Right
Feed Image

Credit Suisse PsN Light APAC (AU, GB, GG, HK, SG)

Custodian

Arrow Right
Feed Image

Desjardins Securities

Custodian

Arrow Right

Page

of 3

Aggregate your data and optimize your workflows through the Addepar Integration Center.

categories

  • Portfolio Data Feeds
  • Market Data Feeds
  • Integrations
  • Services & Consultants

Resources

  • Developer Portal
  • Community
  • Partner Program

More

  • Addepar
  • Contact Us

© 2023 Addepar, Inc. All rights reserved.

  • Privacy Policy
  • Terms of Use
  • Integration Center Disclaimer
  • Linkedin Icon
  • Twitter Icon
  • Youtube Icon
  • Glassdoor Icon