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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.
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Works well
Good integration - gets all your portfolio data into Salesforce to combine it there and run reports for your wealth management business.