PARTNER - addepar

Asset-Map Integrates with Addepar

Create more meaningful conversations with your clients with the Asset-Map + Addepar integration. Instantly send client holdings and transactions from Addepar into Asset-Map for a seamless planning experience.

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Features 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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