Connect all of your systems
and workflows
Spend less time toggling
between systems
Enhance the value of your Addepar platform by seamlessly integrating with your other tech.
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.
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.
Partner, Summit Trail Advisors
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.
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.
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.