Addepar for Salesforce v2 - Addepar, Inc. - AppExchange
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Addepar for Salesforce v2

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Starting at $1 USD per company per year



Latest Release


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.