Integrations

Works with the tools your firm already runs on.

40+ integrations across custodians, portfolio reporting, email, phone and more.

Portfolio reporting

3 integrations

Portfolio reporting

Reporting households, supervised accounts and allocations appear on a Reporting tab in each household. Refreshed nightly.

Portfolio reporting

Account values, allocations and performance from your Addepar views, on each household. Refreshed nightly.

Portfolio reporting

Connect your Pontera feed and choose which books receive each advisor's accounts.

Tell us what your firm uses. Requests and votes from customers decide what we build next.

Be the steady hand that helps craft a life well lived.