Partner Types

Technology

Tiers
Preferred Plus

Salesforce

Salesforce and Addepar’s customizable integration automates a firm’s operational tasks and improves the responsiveness of its client experience.

Advisory firms that use Salesforce and Addepar can leverage the powerful integration to eliminate time-consuming data entry responsibilities and more efficiently manage their business and serve clients. Syncing portfolio holdings and ownership structure to Salesforce gives firms in-depth access to all aggregated data in a single, cohesive view. This provides advisors with the ability to automatically initiate workflows based on account activity, improving the client experience through proactive advisor responsiveness.