Short answer
An Addepar integration connects Addepar's portfolio data and analytics to the CRM, so family offices, RIAs and wealth managers can see entities, households and AUM alongside relationships in Salesforce or HubSpot.
How the Addepar integration works
Addepar handles complex ownership structures such as trusts, entities and alternative investments. CRM integration focuses on mapping those structures to clients and households and surfacing key figures.
What syncs
- Entities and ownership structures
- AUM and holdings summaries
- Client and household mapping
Integration options
- Addepar APIs through middleware
- Scheduled summary loads into FSC
What to plan for
- Complex entity hierarchies
- Deciding how much detail belongs in the CRM
Frequently asked questions
Does Addepar suit family offices?
Yes, Addepar is widely used for complex holdings; the CRM typically shows summaries and relationships.
Can we see trusts and entities in Salesforce?
Yes. FSC can model entities and their relationships to households.