Addepar for Salesforce v2 - Addepar, Inc. - AppExchange
Skip to NavigationSkip to Main Content
Log In Log In using your Salesforce account

Addepar for Salesforce v2

We're still gathering your accounts. This process takes a few moments.

Starting at $1 USD per company per year

Rating

(1)

Latest Release

10/18/2021

Access consolidated portfolio data and analytics in Salesforce

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.

Loading