NEWFlows V2 has been releasedSee what shipped
INTEGRATIONSSAAS
Addepar28 OF 28 CAPABILITIES ASSESSED

Who can see which client portfolio in Addepar

Addepar users with their roles, admin and all-data access, and the portfolio groups and client portfolios each one can see, with users created and removed from Ploy.

TYPE · SAASAUTH · API KEYDOMAIN · ADDEPAR.COM
Addepar connectorHOURLY SYNCCAPABILITIES
WHAT PLOY DOES
Sync Addepar usersEvery user in your Addepar firm arrives in Ploy as an identity, with their role.
READ
Map admin and all-data accessAdmin access and access to all data show as entitlements, so the riskiest users stand out in a review.
READ
Map client data accessEach portfolio group and client portfolio lands as a resource with the users permissioned to see it.
READ
Read two-factor statusPloy shows whether each password user has two-factor authentication on.
READ
Create usersPloy creates an Addepar user with the role the flow names.
WRITE
Change roles and remove usersPloy changes a user's role, or deletes the user, which removes all of their access.
WRITE
2.1WHAT IT UNLOCKS

Three jobs this connector does on day one

JOINERS

A new adviser gets the right role

The onboarding flow creates the Addepar user with the role for their team.

REVIEWS

Client data access in one campaign

Reviewers see which portfolio groups and client portfolios each person can see, beside their admin and all-data access.

LEAVERS

Out of Addepar on the last day

Offboarding deletes the Addepar user, so they keep no access to client data.

2.3

SETUP

TYPICALLY 10 MINUTES
STEP 01

Create an API key

In Addepar, open Firm Administration, then Admin Tools, then API Access Key. Create a key with a user who can see the data you want reviewed.

STEP 02

Enter the details

Enter the address your firm signs in at, your firm ID, and the API key and secret.

STEP 03

Watch the first sync

Users, roles, portfolio groups and client portfolios land in the graph.

2.4OFTEN CONNECTED TOGETHER
WorkdayHR SOURCEOktaIDENTITY SOURCESlackAPPROVALS
BROWSE ALL 117 INTEGRATIONS

Connect Addepar, see it in 10 minutes.