The Addepar integration connects your platform with Addepar’s portfolio data and analytics, bringing verified financial information into your advisor workflow. Through this connection, portfolio insights from Addepar are accessible where you manage client engagement and reporting, helping reduce manual data entry and ensure information stays aligned across systems.
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With the integration in place, your platform can surface Addepar-backed portfolio data in your branded advisor and client experience. This provides a consistent client view without switching between multiple systems.
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Setup requires valid Addepar credentials and appropriate mapping of client records between systems. Once connected data flows automatically based on the established link and stays current with regular updates from Addepar.

Ensure that your Admin has created an Advisor user account for you within Fynancial.

5. Input your Credentials
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6. Return to the your integrations page in your Back Office to confirm connection.