Portfolio management and reporting tools
Portfolio accounting, reporting, rebalancing and risk tools. Of 5 products here: 2 docs open, keys gated, 2 partner-gated, 1 unreadable.
4 of them have an MCP server or AI connector on record: Addepar, Black Diamond, Envestnet Tamarac, Orion.
| Product | API access | Auth | Sandbox | OpenAPI | Checked |
|---|---|---|---|---|---|
| Addepar Addepar | Open docs, keys by approval | Basic auth, OAuth 2.0 (authorization code) | Yes, on request | Not found | Oct 17, 2026 |
| Black Diamond SS&C Black Diamond Wealth Solutions | Couldn't read automatically | Not found | Not found | Not found | Oct 17, 2026 |
| Envestnet Tamarac Envestnet | Partner-gated | Not found | Not found | Not found | Oct 17, 2026 |
| Nitrogen Nitrogen | Open docs, keys by approval | OAuth 2.0 (authorization code) | Yes, on request | Not found | Oct 17, 2026 |
| Orion Orion Advisor Solutions | Partner-gated | Partner credentials | Yes, on request | Not found | Oct 17, 2026 |
Other categories: Advisor CRM · Financial planning · Custodians · Wealth platforms · Compliance and archiving · Regulatory adviser data · Prospecting data · Account aggregation · Market and reference data