Product Update: Addepar Integration

Now Available: Addepar Integration

The new Asset-Map and Addepar integration helps financial professionals create more meaningful client conversations by enabling the ability to instantly send client holdings and transactions from Addepar into Asset-Map.

Integration Overview

Boost Speed to Credibility

Instantly send both client and portfolio data from Addepar to Asset-Map to visually assist your client conversations.

Save Time and Minimize Complexity

Leveraging data from Addepar, instantly create households in Asset-Map with a click of a button.

Reduce Busy Work

Keep your client account information up-to-date using the sync functionality for better client collaboration.

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