Addepar
Wealth and investment management platform for portfolio accounting, performance and reporting.
- Category
- Finance & ERP
- Type
- Investment accounting
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0, Username and password
- Docs
- Addepar API docs
02Data
What you can sync.
- Portfolios
- Positions
- Transactions
- Entities
- Performance
Join Addepar portfolios with sales and operations data, and let an AI Mind explain the variance.
Need more? Name any other Addepar data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
- A username and password
Addepar uses OAuth 2.0 (client ID, client secret, refresh token) or a username and password. You add the credentials once, when the AI asks for them, and it tells you where to create them in Addepar if you need help.
04How it works
How it works in DataMind.
-
Pick Addepar.
Open Lake, pick Addepar in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Addepar API docs.
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Answer a few questions.
The AI reads the Addepar documentation, then asks which credentials you will use, which data to sync (for example portfolios and positions), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Addepar data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
