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Addepar integration

Connect

Addepar

to AI agents.

Connect Addepar's comprehensive wealth management platform to V7 Go's AI agents to automate portfolio analysis, performance reporting, and investment decision-making workflows.

Data Source

Addepar

Connect Addepar to V7 Go and automate portfolio analysis, wealth management reporting, and investment performance tracking with intelligent AI coordination.

Finance & Investing

Performance Analysis

Client Reporting

Portfolio Rebalancing

AI Agent

AI Investment Analysis Agent

Automate your investment research process. This V7 Go agent synthesizes earnings calls, analyst reports, and SEC filings to build bull/bear cases and generate ideas.

Annual Reports

10-Q Filings

Board Meeting Minutes

Destination

Select app below

Microsoft Excel

Google Sheets

Google Slides

Gmail

Slack

Notion

Microsoft Teams

Zoom

monday

Asana

HubSpot

Explore 400+ more

Featured workflows

A library of

Addepar Workflows

ready to operate

Select from a library of pre-built AI agents to power your Addepar workflows.

Popular workflows

From

Microsoft Excel

Addepar

with

Agents

Excel + Addepar

Export portfolio performance data to Excel for analysis and reporting.

From

Google Sheets

Addepar

with

Agents

Google Sheets + Addepar

Sync portfolio holdings and valuations to collaborative spreadsheets.

From

Google Slides

Addepar

with

Agents

Google Slides + Addepar

Generate presentation slides with portfolio performance summaries and charts.

From

Gmail

Addepar

with

Agents

Gmail + Addepar

Email portfolio reports and performance summaries to clients and stakeholders.

From

Notion

Addepar

with

Agents

Salesforce + Addepar

Sync portfolio and client data to CRM for integrated wealth management.

From

Slack

Addepar

with

Agents

Slack + Addepar

Send portfolio alerts and performance updates to team channels.

Example workflow

Addepar example workflow

Let AI handle tasks across multiple tools

Popular workflows

Example

Input

Portfolio data updated

AI Agent

Output

Input

Portfolio data updated

Portfolio Data Updated

Emit new event when existing portfolio data is updated via webhook notification from Addepar. Track changes to portfolio holdings, valuations, or performance metrics in real-time.

AI Agent

AI Investment Analysis Agent

Analyzing portfolio performance and generating insights

Output

Waiting for analysis

Let the agent run first

Actions & Triggers

Use

Addepar

to build powerful automations across multiple tools

Popular workflows

Workflow triggers from Addepar

New Webhook Event Received

Emit new event when a webhook is received from Addepar API. This is the most common trigger pattern for real-time event notifications from your portfolio management and wealth management platform.

New Portfolio Data Created

Emit new event when new portfolio data is created via webhook notification from Addepar. Get notified when portfolios, holdings, or performance data are added to your wealth management database.

Portfolio Data Updated

Emit new event when existing portfolio data is updated via webhook notification from Addepar. Track changes to portfolio holdings, valuations, or performance metrics in real-time.

Portfolio Status Changed

Emit new event when portfolio status changes are detected through periodic API polling of Addepar. Monitors status fields for changes in portfolio valuation, rebalancing, or performance reporting.

New Portfolio Data Created (Polling)

Emit new event when new portfolio data is detected through periodic API polling of Addepar. Checks for new portfolios, holdings, or performance records at specified intervals.

AI agents can perform automated actions in the app

Create Portfolio Record

Create a new portfolio record in Addepar using POST request with provided data payload. Add portfolios, holdings, or client accounts to your wealth management database.

Update Portfolio Record

Update an existing portfolio record in Addepar using PUT or PATCH request with modified data. Modify portfolio holdings, valuations, or client information to keep your wealth management data current.

Delete Portfolio Record

Delete an existing portfolio record from Addepar using DELETE request. Remove obsolete portfolios or holdings from your wealth management database.

Upsert Portfolio Record

Create a new portfolio record or update existing record if it already exists in Addepar. Combines create and update logic for maintaining portfolio data efficiently.

Get Portfolio Record

Retrieve a specific portfolio record from Addepar using GET request with record identifier. Access portfolio holdings, valuations, or performance data for wealth management and reporting.

List Portfolio Records

Retrieve a list of portfolio records from Addepar using GET request with optional filtering and pagination. View portfolios, holdings, or client accounts for wealth management and reporting.

Get started

Ready to build

the best

Addepar

automations

Book a personalized demo and we'll help you build your first Addepar workflow. See how V7 Go AI agents can automate your portfolio analysis, performance reporting, and wealth management workflows in just 30 minutes.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

the best

Addepar

automations

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

the best

Addepar

automations

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

the best

Addepar

automations

30-minute session

Personalized setup

Live demonstration

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Help

Have questions?

Find answers.

Any more questions?

Talk to sales

Do I need an Addepar subscription to use this integration?

Yes, you'll need an active Addepar subscription to access your portfolio data and wealth management platform. V7 Go enhances your existing Addepar investment by automating analysis workflows, generating insights, and coordinating data across your entire wealth management ecosystem.

Can I customize the AI agents for my specific portfolio management needs?

Absolutely! V7 Go's AI agents can be customized to focus on specific asset classes, performance metrics, or investment criteria that matter to your firm. You can configure workflows to match your portfolio management methodology, risk tolerance, and reporting requirements.

How secure is the data integration with Addepar?

V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your Addepar portfolio data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by institutional wealth managers and investment professionals.

What types of portfolio data can be analyzed with this integration?

The integration can analyze all portfolio data available in Addepar, including holdings, valuations, performance metrics, asset allocation, risk analytics, and attribution data. AI agents can generate performance reports, identify rebalancing opportunities, assess risk exposure, and track progress against investment objectives.

Can I integrate Addepar data with my existing reporting and analysis tools?

Yes! V7 Go can send analyzed Addepar data to various output integrations including Excel, Google Sheets, PowerPoint, Salesforce, and email. This ensures seamless workflow integration with your existing wealth management technology stack and reporting infrastructure.

How does this integration help with client reporting and performance attribution?

V7 Go's AI agents can automatically analyze portfolio performance, generate attribution reports, and create client-ready summaries from Addepar data. They can identify performance drivers, compare results against benchmarks, and highlight key insights to accelerate client reporting cycles and improve communication.

Partner program

Add your app to V7 Go

Develop your own integration as an app partner in our ecosystem.

Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.