Data Broker consumes information from Addepar to be loaded into a CRM tool. Currently, Data Broker loads the data to Elements, Engage or the client firm's Salesforce or Microsoft Dynamics instance. Once the data is extracted from Addepar it is mapped to fields within the CRM that were set up during implementation.
To recreate the views we use to query Addepar for a bulk data load, follow the instructions listed below.
1. Navigate to the Client section in Addepar and view data across All Clients:
2. Create a view based on the above groupings and attributes (attributes are columns).
3. Below are the view groupings that tie to the technical details above
a. Financial Accounts:
b. Portfolios (Legal Entities):
c. Households (Clients):