Efficient
Eliminate duplicate entry between Forest and Addepar so teams can focus on higher-value work.
Forest Systems × Addepar: Gain visibility across accounting and investment reports.
Why it matters
Unified
Tie accounting records to investment data for clearer, near real-time insights across entities.
Secure
OAuth-based access through Forest Connect, with permissions aligned to licensed users.
How it works
Phase 1
Integration Setup
- Meet with the Forest Integrations team.
- Review Addepar configuration and Forest Chart of Accounts.
- Map Forest accounts to Addepar investments.
Phase 2
Synchronization
- Eliminates duplicate data entry between systems.
- Create, edit, and delete transactions in Forest.
- Transactions are automatically created/edited/deleted in Addepar.
Phase 3
Continuous Data Flow
- Import transactions from Addepar into Forest.
- Maintain custodian feeds; pass transactions seamlessly.
- Keep both applications synchronized over time.
See clear insights on both platforms
FAQ
What licenses do I need?
Valid Forest Systems and Addepar licenses for authorized users participating in the integration.
How does authentication work?
OAuth via Forest Connect. Credentials are used to establish a secure connection; granular permissions control access.
Can we adopt this in phases?
Yes. Start with transaction push, then enable entity bootstrapping and alternative valuation import as your team is ready.
Make your Forest ↔ Addepar workflow cohesive.
Save time, reduce risk, and unify reporting with a partner-built integration.