For Addepar integration activation, please contact firstname.lastname@example.org
Data transferred from Addepar
After the integration is activated, you can select Addepar portfolios/accounts that should be automatically updated in Kwanti. Only the portfolios/accounts positions are transferred. The portfolio/account history and performance are not transferred.
Selecting a Portfolio or Account
Click Import->Addepar to access and search the client list as shown below. In a matter of minutes you’ll be performing deep analytical reviews of all the clients you serve and keep in Addepar!
You can always find the portfolios syncing from Addepar on your main Kwanti Analytics screen. Each account will be represented by an Addepar logo in the “Type” column.