Skip to NavigationSkip to Main Content
Log In Log In using your Salesforce account

Addepar for Salesforce

Starting at $2,500 USD per company per year

Rating

(0)

Listed On

11/9/2016

Latest Release

7/24/2016

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.

Loading