Addepar
Wealth management platform API for portfolio data, entities, positions, transactions, snapshots, and reporting.
Three ways to use Addepar
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Addepar.
Add Group Members
Add entities or sub-groups to an existing group.
Create Entity
Create one or many entities (clients, accounts, holdings, trusts) in Addepar.
Create Group
Create a new group of entities.
Create Position
Create an ownership position linking an owner entity to an owned entity.
Create Snapshot or Valuation
Record a single-day value for an asset (snapshot for share/percent-based, valuation for value-based).
Create Transaction
Create one or many transactions (up to 500 per request).
Get started automating Addepar
Ready-to-use workflows
Prompts using Addepar
One review board for every household in your book of business
Open one screen to see every household you cover with portfolio value, performance and last client contact, then schedule outreach without switching tools.
Daily portfolio data quality queue for Addepar ops teams
Open one screen each morning, work through flagged holdings and missing client data in Addepar, fix what you can inline, and escalate the rest.
Ownership structure explorer for family office teams
See who actually owns what across nested trusts, LLCs and holding companies, with ownership percentage and look-through value at every level.
Friday allocation drift memos for every Addepar household
Every Friday at 3pm, catch households drifting from their target allocation, draft a Google Docs rebalancing memo for each, and post one Slack summary to your PM channel.
Stand up Addepar households from every closed-won Salesforce deal
Every hour, spin up the matching Addepar household the moment a Salesforce opportunity closes so ops isn't stuck creating client records by hand.
Weekly Addepar concentration watchlist to Notion and Gmail
Every Monday at 9am, sweep every Addepar household for single-security and single-sector concentration, keep a live Notion watchlist, and email the portfolio manager the first time a position crosses the line.
Weekly Addepar AUM snapshot into an Airtable ops dashboard
Every Monday at 6am, snapshot every household's AUM from Addepar into an Airtable base so your ops team starts the week with a fresh dashboard.
Quarterly review decks in Google Slides for every top household
On the last business day of each quarter, generate a personalized Google Slides review deck for every top-tier Addepar household and drop links in your advisor Slack channel.
