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

Looking to integrate Addepar with Salesforce? Let’s talk!