Integrations
Connect all of your systems and workflows
Discover tools and technology that streamline your operations in the Integration Center.
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 enable you to aggregate all your portfolio, market and client data across both liquid and illiquid assets. Having all this data consolidated allows you to run analysis and get actionable insights on every asset of a portfolio.
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 our partner ecosystem of market leading technology providers. Optimize your tech stack and increase your productivity, so you deliver the best possible investor experience.
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
Tailor your Addepar platform
If there’s an integration you need, you can quickly create it to your specifications with custom integrations. Our flexible APIs allow you to build integrations with almost any system, whether it’s in-house or third-party. Modernize indispensable proprietary and legacy systems, customize workflows or expand use cases with third-party applications.