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Addepar Data Import Tool

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 * 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