Integrations
Pushing client holdings into the firm's CRM or reporting system: Salesforce, Redtail, Wealthbox and Addepar.
Portal → Integrations connects the firm's own systems so that client holdings recorded in Storehouses appear where the firm already works.
| System | Connection | What syncs |
|---|---|---|
| Salesforce | OAuth — sign in to Salesforce and authorise | Client and holdings summaries as records on the client's account |
| Wealthbox | OAuth | The same, as contact notes and custom fields |
| Redtail | API key from your Redtail account | The same |
| Addepar | API key and basic auth, configured per firm | Holdings as positions in the client's Addepar entity |
What is sent
Summaries — asset counts and totals by category, and per-asset lines at the visibility the client granted the firm. Nothing the client withheld (values, exact locations, documents) and nothing from an encrypted field the firm cannot read. The client's audit trail records each sync.
When
On a schedule (the sync integrations job), and on demand from the Integrations page. The page shows the last sync per system and any failures.
Credentials
The firm's OAuth tokens and API keys are stored encrypted under a master key held in a hardware key management service, never in plain text, and are used only for the sync. Disconnecting deletes them.
Integrations push from Storehouses to the firm's system. The partner API is the pull-based alternative for systems that are not on this list.