Integrations /Portfolio Management
Get started with Wealthbox + Addepar
Modern CRM integrated with portfolio data, analytics, and performance reporting. It’s all here!
Integrations /Portfolio Management
Modern CRM integrated with portfolio data, analytics, and performance reporting. It’s all here!
Overview
Addepar is a wealth management platform for registered investment advisors specializing in data aggregation, analytics, and portfolio reporting. The Wealthbox integration allows advisors to sync Addepar clients to contact records as well as multiple entity types—including funds, holding companies, managers, trusts, and vehicles—to Wealthbox’s Trust Account record type. Advisors can view summarized portfolio details, including asset class, value, and percent of a portfolio, directly within Wealthbox, access linked Addepar clients and entities from contact and trust account pages, and manage all linked records seamlessly in a single unified CRM workspace.
View summarized portfolio details, including asset class, value, and percent of a portfolio, directly within Wealthbox.
Group account details by Direct Owner, Addepar Asset Class, or Custodian.
View Addepar account details in Wealthbox Trust Account record type.
“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
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