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Addepar Data Import Tool

Addepar
Allows users to import their financial data into Addepar.

Allows Addepar users to quickly and accurately upload their financial data.

This app expects the user to have valid Addepar credentials.

This app does not support Internet Explorer 9 or earlier.

Please ensure that you have enabled cookies for the *.addepar.com domain.

Add-in capabilities
When this add-in is used, it
  • Can read and make changes to your document
  • Can send data over the Internet
  • https://az158878.vo.msecnd.net/marketing/Partner_21474843344/Product_42949677276/Asset_ce80c3ef-f4a8-45a5-a067-e7ad28256807/LoginScreen.png
    https://az158878.vo.msecnd.net/marketing/Partner_21474843344/Product_42949677276/Asset_ce80c3ef-f4a8-45a5-a067-e7ad28256807/LoginScreen.png
    https://az158878.vo.msecnd.net/marketing/Partner_21474843344/Product_42949677276/Asset_42f47dd4-270f-4507-8814-ae493ffc80ef/ChooseImportType.png
    https://az158878.vo.msecnd.net/marketing/Partner_21474843344/Product_42949677276/Asset_5f9dec36-3d94-4b9f-8c17-bf26234e3a5e/FixErrors.png
    https://az158878.vo.msecnd.net/marketing/Partner_21474843344/Product_42949677276/Asset_e99abe95-4e36-4435-a5fa-68b27afb95a9/ImportComplete.png