MantaWealth for Addepar

Advanced Analysis for Addepar Users

MantaWealth integrates with Addepar.com to bring advanced portfolio analysis, rebalancing and construction tools to all Addepar users. Follow the steps to get started fast.

Getting Started

To connect Addepar portfolios to MantaWealth, gather the required Addepar credentials and enter them in MantaWealth. Once the setup is complete, your portfolios will be available in MantaWealth.

Obtain the necessary Addepar information

• In order to connect Addepar portfolios to MantaWealth, you must first obtain the Key and Secret for an integration-specific user account and e-mail address.
• Contact your organization’s administrator to request these credentials.

Add the credentials inside MantaWealth

Login to MantaWealth [No login? Create a new user]

Inside MantaWealth, select My APIs

Click +Add Account

Choose Account Type: Addepar

Enter the credentials (Key and Secret).

Load your portfolios

After clicking Add Account your Addepar portfolios will load automatically. Depending on the number of portfolios and instruments, this may take from minutes to several hours. Once done, the portfolios can be selected from the drop down inside the Portfolio Dashboard.