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Addepar Widgets for Salesforce
Salesforce Components for Accessing Addepar Capabilities
Starting at $0.99 USD/company/one-time payment
- Industries
- Financial Services
- Business Need
- Analytics
- Requires
- Sales CloudService Cloud
- Compatible With
- Financial Services Cloud
The Addepar Widgets for Salesforce embed Addepar capabilities directly into your Salesforce org.
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Great client feedback - Addepar Salesforce
We’ve seen strong client satisfaction with the Salesforce Addepar Plugin. The setup is straightforward, and it provides clear visibility into Addepar data and reports—bringing Addepar and Salesforce together in one place. For many firms, it’s the perfect first step before building deeper integrations. It’s especially valuable for Wealth managers, Family Office, and Private Banks By connecting Salesforce and Addepar, firms can deliver a 360° client view that strengthens relationships and improves service. If you’re considering the Addepar Plugin for Salesforce and would like guidance on setup or best practices, we’d be happy to share our experience. Let’s connect. - Rory Navirum info@navirum.com 'Transforming the financial services industry with Salesforce'