Software that connects to Addepar

The rule: every tool we list that names a live connection to Addepar, as its own site describes it. Third-party mentions and connections a vendor has only announced don't count. Within each group, the lowest cost for one person comes first. Paying vendors are never moved up.

CRMs that connect to Addepar

5

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Wealthbox	Takes data from Addepar Data in: summarized portfolio details	Checked on the vendor's site · Oct 6Wealthbox integrations page	$59 a month for one person Connection cost: not checked; its pricing grid's Partner App Integrations row marks plans with icons we couldn't read.
WealthY	Names Addepar, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6WealthY terms of service (section 8, third-party integrations)	$129 a month for one person Connection cost: not stated on the WealthY pages we read (Oct 7).
Practifi	Takes data from Addepar Data in: portfolios, accounts, holdings, performance, revenue	Checked on the vendor's site · Oct 6Practifi help centre: Using the Addepar Integration	$135 a month for one person Connection cost: On Practifi Naya, open APIs and purpose-built wealth-tech integrations come at no additional cost; Practifi's Sentir pages say nothing about connection costs. Checked on the vendor's site · Oct 6Practifi Naya product page
Slant	Takes data from Addepar Data in: household values, allocations and performance	Checked on the vendor's site · Oct 6Slant docs: Addepar	$150 a month for one person Connection cost: not stated on the Slant pages we read (Oct 7).
Black Diamond CRM	Names Addepar, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6SS&C Black Diamond blog, Find Your Fit with Three Tailored CRM Solutions (Elements and Engage editions)	No price found Connection cost: Black Diamond CRM publishes no pricing for us to read.

Planning tools that connect to Addepar

4

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
RightCapital	Takes data from Addepar Data in: position-level account data	Checked on the vendor's site · Oct 6RightCapital help centre: Addepar integration	$149.95 a month for one person Connection cost: RightCapital lists '40+ integrations' on its Basic plan, and Premium and Platinum include everything in Basic; account aggregation is listed from Premium up. Checked on the vendor's site · Oct 6RightCapital pricing page
Voyant	Takes data from Addepar Data in: client and household information, investment accounts, holdings, asset values and allocations	Checked on the vendor's site · Oct 6Voyant help centre: US Integrations Master List	$150 a month for one person Connection cost: not stated on the Voyant pages we read (Oct 7).
MoneyGuide	Takes data from Addepar Data in: client accounts	Checked on the vendor's site · Oct 6MoneyGuide integrations page (partner panel, opened by clicking the logo)	$166.67 a month for one person Connection cost: not stated on the MoneyGuide pages we read (Oct 7).
eMoney Advisor	Names Addepar, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6eMoney integrations page (logo)	No price found Connection cost: eMoney Advisor publishes no pricing for us to read.

AI tools that connect to Addepar

2

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Caddi	Names Addepar, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13Caddi integrations pageAlso: Caddi Addepar integration page	Free for one person Connection cost: not checked yet.
PitCrew	Names Addepar, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13PitCrew wealth management solutions page (integrations list)	No price found Connection cost: not checked yet.