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
Click Integrations
Click Activate
Click Create Household
Search for the contact name in Addepar
Click Import
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.
Click the household name.
Click Edit next to the household name on the Summary page.
Click the Addepar tab (if Addepar is not an option, ensure you've activated the integration from the Integrations page).
Search for the contact name.
Link to the person on the map using the dropdown menu.
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