Addepar for Salesforce - Addepar, Inc. - AppExchange
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Addepar for Salesforce

Starting at $2,500 USD per company per year



Latest Release


Access Addepar analytics and portfolio data directly within FSC

Addepar offers robust data aggregation and powerful analysis capabilities for wealth advisors - directly in Salesforce. Gain a holistic view of complex portfolios, answer common client questions on the spot and manage relationships more efficiently.