Addepar Widgets for Salesforce
Financial Services
active
Mountain View, USA
Community Ratings
Active Users
Former Users
Overall Rating
4.0
(3 ratings)Active: 3Former: 0
Features
2.1
(4 ratings)Active: 4Former: 0
Reliability
4.0
(3 ratings)Active: 3Former: 0
Performance
2.1
(4 ratings)Active: 4Former: 0
Security
2.2
(4 ratings)Active: 4Former: 0
Value for Money
1.9
(4 ratings)Active: 4Former: 0
Customer Service
2.2
(4 ratings)Active: 4Former: 0
Ease of Use
2.0
(4 ratings)Active: 4Former: 0
Integrations
2.1
(4 ratings)Active: 4Former: 0
Total Active Reviews: 3Total Former Reviews: 0
About Addepar Widgets for Salesforce
Addepar Widgets for Salesforce allows financial advisors to integrate Addepar's data and insights directly into Salesforce, enhancing client management and reporting capabilities.
Pricing
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Contact for PricingCategories
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Industry Focus
Financial Technology
Key Features
Integration with Salesforce
Real-time data insights
Enhanced client reporting