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Addepar for Salesforce v2.71
Access consolidated portfolio data and analytics in Salesforce
Starting at $0.99 USD/company/one-time payment
- Requires
- Sales Cloud
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.
Highlights
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.
Provider Details
Addepar, Inc.
335 Madison Ave, 25th floor, New York, NY 10017
Website
Pricing Details
SFV2
$0.99 USD/company/one-time payment
Free trial available for 30 days
Lowest Starting Price