Overview
Addepar is a wealth management platform for registered investment advisors specializing in data aggregation, analytics, and portfolio reporting. The Wealthbox integration allows you to see summarized details from Addepar for a client’s portfolio, including asset class, value, and percent of a portfolio. Access linked Addepar clients from Wealthbox contact pages, and manage linked Addepar clients within Wealthbox.
Key features of the integration
-
See summarized details from Addepar for a client's portfolio, including asset class, value, and % of portfolio
-
Quickly access linked Addepar clients from Wealthbox contact pages
-
Manage linked Addepar clients within Wealthbox
- How Advisors Use Addepar + Wealthbox to Accelerate Growth Webinar: Watch Now
How to enable the Addepar integration in Wealthbox
From the three-dot menu in the top right corner of Wealthbox, click on "Applications", then click the "Settings" button for the Addepar application as shown in the below screenshot:
From the Addepar application page, click the "Connect Addepar" button;
Follow the prompts in Addepar to enter your credentials and authorize the integration between Wealthbox and Addepar.
Wealthbox will connect to Addepar and begin transferring accounts from Addepar to view from contact record pages in Wealthbox. Accounts from Addepar should begin displaying on Wealthbox contact record pages within 24-48 hours.
How does the Addepar integration work?
Accounts Diaply in Wealthbox:
Once connected, accounts will begin to display in Wealthbox in 24-48 hours.
Account Refreshes:
Each evening, Wealthbox will attempt to retrieve accounts from Addepar for the previous day. You will see an indicator on each contact in Wealthbox for when Addepar accounts were refreshed within Wealthbox.
Account Matching Criteria:
Accounts are automatically matched based on the full client name in Addepar. You can manually link additional clients by clicking the "Manage Clients" button and searching for your clients by their name in Addepar.