Looking to connect the addepar wealth management platform with StratiFi? You have come to the right place. Our integration allows you to connect the two systems to rapidly incorporate client feedback into your review process.
1. To set up an integration with Addepar log into your Stratifi account and go to Settings > Integrations > click on the Connect button in the Addepar tile.
2. Select what data you would like to import into Stratifi and click on the Connect button.
3. Fill in the Addepar credentials. These credentials are never saved in Stratifi.
4. Grant Stratifi access to fetch information from Addepar.
5. 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.
6. StratiFi will begin syncing.
Want to know how StratiFi integrates with Addepar vs Orion? Or do you want more stratifi and addepar training, please email support or reach out to us.
Are you an addepar user and want to learn more about StratiFi? Contact us here.