Automatically pull and send client data to Addepar.
Addepar is a financial technology platform designed to streamline investment management and reporting for wealth managers, family offices, and institutional investors. It provides tools for portfolio management, performance reporting, and data aggregation, enabling users to analyze complex investment data across various asset classes.
Using Addepar offers several benefits for investment managers and financial professionals:
Overall, Addepar helps investment professionals manage complex portfolios more efficiently, improve client relationships, and make data-driven decisions.
Navigate to the Feathery form that you want to connect to Addepar. Click on the Integrations tab.
Open the Addepar integration and input your Addepar firm ID, API key, and API secret.
Authorize and connect your Addepar account.
Click Connect. Your integration is now live and ready to go!
Choose which Addepar actions you'd like to trigger at which point in your form flow. Map your Feathery fields to the corresponding Addepar record and fields.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the
"When inside of" nested selector
system.