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Modern CRM integrated with portfolio data, analytics, and performance reporting. It’s all here!

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Overview

Addepar is a wealth management platform for registered investment advisors specializing in data aggregation, analytics, and portfolio reporting. The Wealthbox integration allows you to see summarized details from Addepar for a client’s portfolio, including asset class, value, and percent of a portfolio. Access linked Addepar clients from Wealthbox contact pages, and manage linked Addepar clients within Wealthbox.

View Addepar accounts for clients in Wealthbox.

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How Advisors Use Addepar + Wealthbox to Accelerate Growth

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Resources

Help Center Article

Enable in Wealthbox

Blog Post

“Addepar is excited to partner with Wealthbox to provide aggregated and verified data to Wealthbox so that advisors can reference portfolio information and easily link back to the Addepar platform for further analysis. Wealthbox has done a great job building an intuitive user interface for advisors to manage their current clients and prospect new business.”

Blake Rose

Senior Global Partnerships and Alliances Manager, Addepar