Addepar data integrations through Plaid
By connecting accounts to Plaid, clients and their advisors can more easily connect financial institutions, and other data providers, advisors, and their clients can capture a complete investment profile in Addepar. Access to this financial data makes it easier to ask questions, assess trends, discover opportunities, and drive decisions that shape a client’s financial future.
Connected accounts and institutions give your wealth management provider access to the following data in Addepar:
Account and balance info
May include account details such as account name, type, description, balances, and account numbers.
May include account owner name, email phone, and address.