Integrate Addepar with your Trusted Family Platform

Connect Addepar to Trusted Family

1. You must be an Organization owner to complete this step. Navigate to Organization Settings, and then click on Integrations tab at the bottom. There you will see different integrations available to connect, click the Connect button next to Addepar to initiate setup. From there, follow steps to authenticate with your Addepar credentials directly in Addepar. 

2. Back in Trusted Family, the status will change to Connected once authorization succeeds.

In Vault Manager, match Addepar portfolio IDs to corresponding vaults

3. To complete this step, you must be a vault manager. Navigate to the Vault Manager feature in the lower left hand corner of the menu bar, and make sure you are on the Vaults view. From there, you will see a new column titled "ADDEPAR_PORTFOLIO_IDS."

4. Click on the cell in that column for any vault you want to map to Addepar. A dropdown lists your Addepar portfolios by name and ID. Once you have chosen the desired ID, you can close the pop-up.

5. Make sure you assign at least one (you can do more than one if you want) portfolio IDs per each vault you want connected to Addepar. You only need to do this step of assigning portfolio ID's once, every distribution after will inherit the mapping. And if you want to edit or remove IDs, you just need to click on the desired cell and follow the same process as Step 3.

Generate and Distribute Reports from Addepar within Vaults

6. Go to Distributions and click the blue plus + button to create a new distribution. Choose which vault management group is making the distribution, if there is more than one, and give the distribution a title, then select Create.

7. In the distribution upload box, choose to generate reports from Addepar, by clicking on the blue Addepar hyperlink.

8. From there in the pop-up, configure the report as desired. To do this you will choose an Addepar report template, set the date range, and select the vault to generate reports for (only vaults with a mapped portfolio ID will appear as options). Once all details of the report are confirmed, click the button in the bottom right to Generate X reports.

9. When report generation is completed, each report is automatically placed in the vault that is mapped to its portfolio ID. Before distributing, you can open each PDF to verify it, choose to prevent downloading or add a watermark if desired, remove an individual report, save the entire distribution as a draft, or cancel entirely. But if you are satisfied and ready to place the reports into vaults, you can click the button Start Distribution to complete the process.

Disconnecting the Integration

10. If you ever wish to remove the Trusted Family integration with Addepar, simply navigate back to the Integrations tab of the platform Organization Settings. From there, select Disconnect next to Addepar. 

Contact Support

For any help with setting up the integration, or questions about it, email support@trustedfamily.com or reach out to your designated Client Success Manager.