Agents get your data, not the keys

GA

Query your firm's Addepar portfolio data — holdings, exposure, attribution and transactions — with the signed-in user's own entitlements.

GA

Turn earnings calls and financial events into structured intelligence—transcripts, summaries, and event data your agent can query on demand.

GA

Query private-equity portfolio performance, valuations, and company metrics so your agent can surface fund and deal analytics on demand.

GA

Pull audit-ready fundamentals and line-item data extracted from company filings so your agent works from precise, sourced numbers.

GA

Access institutional-grade market data, company fundamentals, and analytics so your agent can answer research questions with trusted financial data.

GA

Research alternative investments, track allocations and capital activity, and follow NAVs from the iCapital marketplace.

GA

Reach LSEG (Refinitiv) market data and financial infrastructure so your agent can retrieve pricing, reference, and market information.

GA

Pull a client's MoneyGuide plan — goals, funding and probability of success — straight into a meeting prep or review.

GA

Access credit ratings, risk scores, and financial research to assess counterparty, issuer, and portfolio credit risk.

GA

Retrieve independent investment research, fund and equity data, and star ratings to inform portfolio and security analysis.

GA

Stream real-time financial and market news across global equities, economies, and asset classes for timely analysis.

GA

Bring Orion Connect portfolio reporting and Redtail CRM into one connection, under each advisor's own permissions.

GA

Explore private capital markets data across PE, VC, and M&A, including deals, companies, investors, and valuations.

GA

Tap market intelligence, credit ratings, and commodity and financial data to power research, risk, and market analysis.

GA

Look up clients and accounts, pull performance and holdings to the tax lot, and review fees, transactions and rebalancing opportunities.

GA

Get a client's full estate picture — snapshots, risks and executive summaries — without digging through PDFs.

GA

Turn advisor–client conversations into structured follow-ups, planning signals and meeting-ready context.