Voyant’s integration with Addepar allows you to bring client portfolio data directly into your financial plans, helping you move from reporting to advice faster.
Addepar aggregates detailed portfolio, market, and client data across asset classes, giving you a centralized source of truth for your clients’ investments.
With the integration, Voyant can leverage that data to support more dynamic, planning-led conversations.
What the Integration Does
Once connected, Voyant pulls client data from Addepar into your plans. This is a one-way data flow, meaning Addepar remains your source of truth for portfolio data.
Depending on your configuration, this typically includes:
- Client and household information
- Investment accounts and holdings
- Asset values and allocations
- Ownership structures (where applicable)
This mirrors how Addepar integrations generally work, pulling portfolio and valuation data into connected systems for planning and analysis.
How to Set Up the Integration
Setting up the connection is straightforward and usually handled in just a few steps:
1. Enable Access in Addepar
Your firm will need to grant permission for the Voyant integration within Addepar. This is typically managed by a firm administrator.
2. Connect Your Addepar Account in Voyant
From within Voyant: Reach out to our support team at support@planwithvoyant.com and request that the Addepar integration be enabled.
Importing Clients into Voyant
Once the integration is active, importing clients is simple:
See the video linked below for a full walkthrough.
Full Walkthrough
For a step-by-step demonstration of the full setup and client import process, watch the video below: