Wealth Write.Up Integration
In this article:
Overview
Extend your Addepar portfolios and transaction data into an AI-powered investment accounting platform to automate transaction posting, multi-currency accounting, and tax reporting. Streamline workflows and maximise operational efficiency with our purpose-built General Ledger.
Details
Authentication |
Authorization workflow (OAuth) |
|---|---|
Capabilities |
Outbound portfolio data (Portfolio data syncs to Wealth Write.Up) Outbound transaction data (Transaction data syncs to Wealth Write.Up) |
Frequency |
Daily On demand |
Transmission type |
API |
Required access level |
User |
Before setup
Grant user access to the integration in Addepar
To enable users to authorize and connect the integration to their Addepar account, grant access within Firm Administration. You can automatically grant access to all current and future users, or select specific users. Anyone without access will not be able to authorize and set up the integration. Users can disconnect from authorized integrations in their Personal Settings.
- Go to Firm Administration > Integrations.
- Select the integration.
- Grant access:
- All users: Click Automate user access.
- Specific users: Search or select the users, then click Actions > Grant access.
Set up the integration
Step 1: Connect Addepar to Writeup
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In Wealth Write.Up Client file, click the Addepar Integrations tile.
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Select the broker account of Wealth Write.Up.
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Press the Connect button on Addepar Dashboard. It will open an Addepar Login in a new tab.
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Enter your Addepar credentials in the new tab when asked to authenticate.
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On successful authorization, you will see a confirmation message like this. Then you will be automatically taken to the original tab.
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On the original tab, Addepar will be connected.
Step 2: Import Transactions
After connecting, select the Portfolio, start date and end date to import transactions.
Step 3: Post transactions to Wealth Write.Up G/L
Make necessary edits if required and make selections for posting transactions. If no transactions are selected, all imported transactions will be posted.
You will receive confirmation on submission.
Disconnect the integration
To disconnect the integration, press the disconnect button (as shown below). Data that you posted to Wealth Write.Up will remain stored there.
Contact support
For help with the integration, email support@wealthwriteup.com, or call (888) 905-8577.