Five Things to Know About Forest Systems’ Integration with Addepar

For clients managing complex financial data across multiple platforms, Forest Systems’ integration with Addepar is designed to streamline operations, reduce redundancy, and enable more informed decision-making.

Forest’s Addepar integration isn’t just a technical upgrade—it’s a business enabler. It helps clients save time, reduce errors, and make better use of their data across platforms. For teams managing complex portfolios and ownership structures, it’s a smart step toward more cohesive financial operations.

Here are five key things to know about how this integration adds value for your team and your business.

1. It Reduces Redundant Data Entry

One of the most immediate business benefits of the Forest–Addepar integration is its ability to cut down on duplicate data entry. Accounting data in Forest and investment data in Addepar often overlap, and this integration allows clients to avoid re-entering the same information in both systems.

The result? More efficient workflows, fewer opportunities for human error, and more time for teams to focus on strategic work instead of administrative duplication.

2. It Enables Seamless Phase-Based Functionality

The integration is designed with flexibility in mind and is being rolled out in a phased approach—allowing clients to implement only the features they need, when they need them.

In Phase 1, users can automatically send transactions from Forest to Addepar whenever data is saved. Later phases introduce capabilities like building entities in Forest from Addepar data, importing alternative asset valuations, and expanding the list of supported transaction types.

This phased rollout ensures the integration remains adaptable to your organization’s size, structure, and maturity.

3. It Supports Better Reporting Across Platforms

Clients who rely on both Forest and Addepar for different aspects of their financial picture can now get the best of both systems without extra manual effort. By connecting Forest’s accounting records to Addepar’s investment data, organizations gain access to comprehensive, real-time reporting that spans both platforms.

This leads to more accurate insights, more confident forecasting, and a clearer understanding of capital performance and entity structure.

4. It’s Built with Security and Permissions in Mind

Connecting two powerful platforms requires robust credentialing and user controls. To initiate the integration, users must have valid licenses for both systems and follow the OAuth framework.

OAuth is an authorization framework that limits access to a user’s data. A user’s Addepar credentials are used to establish the connection through Forest Connect—a secure, dedicated integration hub. This ensures that only authorized users can move and map sensitive financial data between systems, keeping client information safe.

5. It’s Designed for Real-World Entity Complexity

Forest and Addepar use different definitions of “entity,” and the integration accounts for that. Whether a holding company is treated as its own entity or simply a category within a client’s chart of accounts, Forest Connect gives users the tools to map data correctly and flexibly.

This level of customization supports the nuanced ownership structures and reporting needs common to family offices, CPA firms, and private investment organizations.