Stratifi & Addepar Integration
- To set up an integration with Addepar log into your Stratifi account and go to Settings > My Profile > Integrations > click on the Addepar button.
- Fill in the Addepar credentials. These credentials are never saved in Stratifi
- Grant Stratifi access to fetch information from Addepar
- Addepar will exchange the credentials and send us a token to access the information. The token will have the same viewing permissions as the user who generated the token
- StratiFi will begin syncing