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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
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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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited

App Details

Version
Addepar/Winter 2025 2.71.0
Listed On
12/04/2020
Latest Release
01/16/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 24
Custom Tabs: 3
Custom Apps: 1
Lightning Components
Global: 2
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.60.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/07/2020

Additional Details

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)

Need help?

Addepar, Inc.

335 Madison Ave, 25th floor, New York, NY 10017

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