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Addepar Integration

Michael Schwabe avatar
Written by Michael Schwabe
Updated over a month ago

Import a Household

A contact in Addepar creates a household in Asset-Map. Import contacts directly from the Asset-Map Integrations page using the Addepar interface.

Imported information includes:

  • Member information

  • Financial Assets

  • Mortgage Liability

  1. Click Integrations

  2. Click Activate

  3. Click Create Household

  4. Search for the contact name in Addepar

  5. Click Import

  6. Click View after a few moments.

Addepar Information Page of a Member and Financial

Click the financial or the member to open the item's information page. Open the Addepar tab to view valuable information such as the holdings that make up the account and their current value.

Addepar page of the member:

Addepar page of a financial:

Connect a Member from within a Household

A household with members may already be created within Asset-Map. You can link a member in Asset-Map directly with a contact in Addepar.

  1. Click the household name.

  2. Click Edit next to the household name on the Summary page.

  3. Click the Addepar tab (if Addepar is not an option, ensure you've activated the integration from the Integrations page).

  4. Search for the contact name.

  5. Link to the person on the map using the dropdown menu.

  6. Click Import.

Synchronization Options

You can synchronize Addepar information with a household from a number of places within Asset-Map:

  • Right-click (command click) on a blank area of an Asset-Map and select Integrations, then Sync Addepar.

  • From the Household Details / Addepar page, click the sync icon.

  • From the Household Details / Integrations box, click the sync icon associated with Addepar.

Types of Accounts Imported from Addepar

Addepar Investments by Type

Asset-Map Instrument

Asset-Map Instrument Type Field (Essentials Tab)

Bond

Asset

Non Retirement

Certificate of Deposit

Asset

Non Retirement

Closed End Fund

Asset

Non Retirement

CMO

Asset

Non Retirement

Convertible Note

Asset

Non Retirement

Currency

Asset

Non Retirement

Custom Asset

Asset

Non Retirement

Digital Asset

Asset

Non Retirement

ETF

Asset

Non Retirement

ETN

Asset

Non Retirement

Forward Contract

Asset

Non Retirement

Future Contract

Asset

Non Retirement

Hedge Fund

Asset

Non Retirement

Historical Segment

Asset

Non Retirement

Limited Partnership

Asset

Non Retirement

Managed Fund

Asset

Non Retirement

Master Limited Partnership

Asset

Non Retirement

Money Market Fund

Asset

Non Retirement

Mortgage

Liability

Mortgage

Mutual Fund

Asset

Non Retirement

Operating Company

Asset

Non Retirement

Option

Asset

Non Retirement

Personal Property

Asset

Non Retirement

Precious Metals

Asset

Non Retirement

Preferred Stock

Asset

Non Retirement

Private Equity

Asset

Non Retirement

Private Fund

Asset

Non Retirement

Real Asset

Asset

Non Retirement

Real Estate

Asset

Real Estate

REIT

Asset

Non Retirement

Sleeve

Asset

Non Retirement

Stock

Asset

Non Retirement

UIT

Asset

Non Retirement

Unknown Security

Asset

Non Retirement

Venture Capital

Asset

Non Retirement

Warrant

Asset

Non Retirement

Questions, Answers, Troubleshooting

The first step in tracking down an unexpected situation with an integration is to disconnect and reconnect your integration with Addepar. From the Asset-Map Integrations page click the deactivate icon. Then activate the integration once more. Attempt to perform your desired activity again. Please reach out to support@asset-map.com if errors continue.

*Note: The household created by this integration is dependent upon the quality and accuracy of the data entered at the source. Generally, good and accurate data will result in a successful import into Asset-Map Platform.

*Note: Synchronizing Asset-Map and Addepar with different browsers may produce unexpected results such as failing to sync within a browser. Please utilize the same browser.

*Note: Asset-Map does not support chain-linking (importing from one financial tool into a compatible partner then into Asset-Map as this involves data feeds that are out of our control.)

7/2025

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