Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

Addepar

Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company’s platform.

Addepar
  • Data Aggregation
  • Analytics
  • Performance Reporting
Addepar

Companies that integrate with Addepar

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

BlazePortfolio
BlazePortfolio
BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker dealers, family offices, and industry partners.
Datafaction
Datafaction
Datafaction services the needs of family offices, business managers and sport management firms that offer pay bill and accounting services.
HiddenLevers
HiddenLevers
HiddenLevers equips financial advisors, asset managers, and wealth management executives with portfolio stress testing, investment proposal generation, and risk monitoring tools.
Pershing
NetX360 | Pershing
NetX360 is Pershing's digitally enabled professional platform for broker-dealers, wealth managers and advisors.
Practifi
Practifi
Practifi is the business management platform for financial advice, retirement and insurance.
RedBlack Software
RedBlack
RedBlack Software offers a software application for portfolio monitoring, rebalancing and trading in financial institutions and others.
Salentica
Salentica | SS&C
Salentica is a provider of integrated Customer Relationship Management (CRM) solutions and software with over 20 years of experience exclusively in CRM for Wealth Management. It was acquired by SS&C Technologies in 2016.
Fidelity
Wealthscape | Fidelity
Wealthscape is developed in close collaboration with Fidelity's clearing and custody clients. It serves as a gateway to connect firms to new Fidelity tools and third-party solutions, including eMoney Advisor's wealth planning software.

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Addepar

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