About Addepar
Addepar is a wealth management platform for portfolio aggregation, analysis and reporting, used by RIAs and family offices.
Addepar + Slant
Connect with your Addepar firm ID and API credentials. Slant imports every top-level owner (households, clients and trusts) with accounts, values, allocation and performance, and refreshes nightly.
Each report is an Addepar view. Slant reads the saved view's columns, groupings and filters, so the client's Addepar tab shows the data as it appears in Addepar. Households link automatically when custodian account numbers match.
Common use cases
Your Addepar views in Slant
Add any saved view as a report, with up to two pie charts from its groupings.
Household totals at a glance
Rows expand and collapse, and the last row totals the household.
Jump back to Addepar
Links open the household or account in Addepar.
