Koyfin supports direct integration with Addepar. This guide outlines how to connect your Addepar account and import client data into the Client Portfolios.

Note: Portfolio management system integrations are available on the Advisor Pro plan.

1. Before you connect Addepar to Koyfin

Your firm must grant you access to the Koyfin integration in Addepar before you can connect it from Koyfin.

Who can grant access: The person granting access must have the Integration user access permission enabled under Firm Administration. This is typically a Firm Admin.

How access works:

  • Access can be granted to all users at your firm or only to specific users
  • Only users with access can authorize and connect the integration
  • You can disconnect authorized integrations from Personal Settings in Addepar at any time

How to grant access in Addepar:

  • Go to Firm Administration → Integrations
  • Select the Koyfin integration
  • Grant access:
    • All users: Click Automate user access.
    • Specific users: Search or select the users, then click Actions > Grant access.

Once access is granted in Addepar, you can connect the integration from Koyfin.

2. Connect your Addepar account from Koyfin

  1. Click on the Profile icon in the top-right corner and navigate to the Integrations page.‌

2. In the Addepar section, click Connect.

3. You’ll be redirected to the Addepar login page. After logging in, your account will be connected to Koyfin.

3. After Connecting

Once the connection is verified, Koyfin automatically pulls all your accounts from Addepar at the next scheduled overnight sync.

Your accounts will appear in Client Portfolios with the following defaults:

  • Each account is created as an individual portfolio, named after the account in Addepar.
  • The Source column shows which integration the account came from.
  • All imported accounts are placed under No Household.

Any new accounts added on the Addepar side will also be pulled in automatically during the next sync.

Organizing Your Accounts

  • Moving a single item: In Client Portfolios, hover over the account or portfolio you want to move, click the ⋯ menu, and select Move to.
  • Moving multiple items at once: Select the checkboxes next to the accounts or portfolios you want to move, click Bulk Actions above the table, and select Move to. In the modal that appears, choose an existing household or portfolio, or create a new one.

You can move accounts into portfolios, and portfolios into households. When moving in bulk, you can only move items of the same type in a single action.

Any structure you set up is preserved automatically. Overnight updates and new accounts coming in from Addepar will not change your existing organization.

Data Updates and Manual Sync

Account holdings and positions are updated automatically overnight with the latest data from Addepar.

To refresh an account during the day, you can trigger a manual sync in two ways:

  • From the Client Portfolios page, hover over the account, click the ⋯ menu, and select Sync Account.
  • Or open the account and click the Sync Account button in the top bar.

After syncing, the Last Updated column will reflect the latest refresh time.

Note: Integrated accounts are read-only to ensure data stays consistent with Addepar. You can duplicate an account to create an editable copy.

If you have any questions, feel free to reach out to our customer support at help@koyfin.com.