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
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.
Weekday Addepar compliance digest from the audit trail
Every weekday at 7am, roll up 24 hours of Addepar activity, flag anything worth a compliance look, and email plus ping Slack.
Sync new Addepar households into HubSpot every Monday
Every Monday at 7am, pull new households from Addepar into HubSpot as contacts and companies, then post a Slack summary flagging duplicates.
Weekly Addepar capital call and distribution tracker
Every Monday at 8am, log every alt fund commitment, called capital, and distribution to a Google Sheet and post a Slack summary of last week's calls, near-full commitments, and stale positions.
