Arch Clients and Partners,
We are continuing to invest in our Addepar integration, and are excited to share recent upgrades designed to save clients time, improve data quality, and make it easier to use the combined systems together.
View Addepar IDs on Arch’s Holdings Page
To view your Addepar Owned and Owner Entity ID, you may now add Addepar ID columns to the holdings page using the View Columns function. Once selected, these columns will be visible on your holdings page view until unselected.
Addepar Transactions Status Page
To provide confidence that transactions received by Arch are successfully syncing with Addepar, we’re excited to announce the new Addepar Integration page: a dashboard of all account activity that has pushed to Addepar.
Editing Addepar IDs for existing Arch/Addepar mappings
To make it easier to update how investments map between Arch and Addepar, you can now update any existing Arch/Addepar mappings directly in the portal.
From the Addepar Integration Page, click the actions icon to the right of any transaction, which will then expose the current Addepar Entity ID and Direct Owner ID for that holding, which can then be updated and saved.
Any Changes to Addepar mappings will take effect for all new transactions. Please reach out to support@arch.co to update past transactions. |
We would love to hear from you about any ways we can make managing investments with Arch and Addepar easier. Please feel free to send any questions, feature requests, and suggestions. We look forward to sharing more soon.