Power all your operations

Enhance the value of your Addepar platform by seamlessly integrating with your other tech.

Get more out of your data

Connect all of your systems
and workflows

Spend less time toggling
between systems

Use Addepar data to feed all
your operations

Data you can trust

Our direct data feeds aggregate all your portfolio, market and client data in a single place. We then verify and standardize it across liquid and illiquid assets. 

Having all this data in a common format allows you to conduct deep analysis and get actionable insights on every type of asset class in a portfolio. 

Unlock the value of your data

Our APIs ensure that this higher quality data flows across systems, so you can efficiently automate workflows and power your business-critical applications.

With Addepar as the hub for your operations, you have a consolidated, “go-to” place for critical information, eliminating the need for duplicative data entry and system cross-checks.

We are looking for ways to deliver value beyond just tables and charts. We want more ways to tell stories to our clients, how the investment strategy is helping with their financial goals, and the thought process behind investment decisions.

Duff Saxe

Partner, Summit Trail Advisors

Connect with the tools you use every day

Connect Addepar to all the tools you need to run your business. We’ve pre-built many popular and useful integrations with market-leading applications to get you off to a running start. This helps you increase your productivity and get more out of your existing software. 

Tailor your 
Addepar platform

If there’s another integration you need, you can quickly create it with custom integrations. Our flexible APIs allow you to build integrations to your specifications with almost any system — proprietary or third-party. Transform indispensable proprietary and legacy systems, customize workflows, or expand use cases with third-party applications. 

Flexible deployment options

Whether you prefer to do it yourself, use our professional services, or enlist the help of an approved partner, we have the resources to help you get there.


  • Build integrations in-house or enlist the help of a third party.
  • Access our suite of flexible APIs and developer documentation.
  • Addepar Solutions Consultants are available for general guidance.

Professional Services

  • Leverage Addepar’s expertise and best practices, while optimizing internal resources.
  • Dedicated project team will scope, build, test and deploy integrations.
  • Receive ongoing maintenance and troubleshooting through designated support managers.