Addepar Integration with Salesforce
Addepar
Integrating Addepar with Salesforce offers firms 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.
Portfolio Management & Reporting Software
Asset Management
Wealth Management
