Sofia connects to Addepar
Built around how your firm uses Addepar
Sofia connects to Addepar with your IT lead's agreement. Our team builds the actions your firm needs on that connection within a month, and turns them into skills your whole team can run.
Anything on your never-touch list stays out, and anything that writes to Addepar can wait for a person's approval.
Works well with
- UnanetERP and CRM for project-based professional services firms
- AgencyZoomSales and service CRM for insurance agencies
- Autotask PSAProfessional services automation for managed IT service providers
- AuvikNetwork monitoring and management for IT service providers
BigCommerceE-commerce platform for online stores- BullhornApplicant tracking and CRM for staffing agencies
- Charles SchwabBrokerage accounts, positions and trading
- ClioPractice management for law firms
See what Sofia would do in your Addepar
Score your firm in three minutes, or talk to our team.