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Addepar for Salesforce v2.71
Access consolidated portfolio data and analytics in Salesforce
Overview
Addepar helps wealth advisors deliver the best client experiences with industry-leading data aggregation, analytics and reporting. Connect Salesforce to Addepar to efficiently manage relationships with a comprehensive view into any portfolio.
Get a 360-degree view: Provide a better experience with a complete view of the client in one place. Access aggregated, validated data for every client, account and asset.
Automate workflows: Streamline client and operational workflows. Alert advisors based on portfolio activity and automate data management between the two systems.
Tailor your experience: Leverage the flexibility of Addepar to model clients, households and portfolios as desired. Easily customize object and field mapping between Addepar and Salesforce.
Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. The platform aggregates portfolio, market and client data all in one place, enabling advisors to make more informed and timely investment decisions. With the Addepar for Salesforce integration, you can leverage powerful data aggregation and analytics directly in your CRM solution. Efficiently manage relationships, provide more holistic advice and identify insights from your book-of-business with a consolidated view into any portfolio. Key capabilities: • Automatically manage clients, households, financial accounts and holdings in Salesforce • Access up-to-date portfolio and performance data for any account, asset or currency • Efficiently customize object and field mapping between Salesforce and Addepar • Manage data synchronization schedules • Create alerts and workflows based on portfolio activity • Deploy fast with an out-of-the-box configuration template (Financial Services Cloud, PractiFI)
Categories
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyPerson AccountsManaged Package