Addepar: Provide Opto entity IDs and names in Addepar for investors in the fund. Opto will then map and automatically send any commitments, transactions, and valuations to Addepar.
BlackDiamond: RIA firm will need to sign an authorization letter at the firm level. Opto will then send BlackDiamond commitments, transactions, and valuations via data feed to BlackDiamond.
Orion: Orion to provide Opto with account mappings. Opto will then send commitments, transactions, and valuations to Orion via data feed.
Tamarac/Envestnet: Opto to provide an upload template on an ongoing basis via SFTP to RIA firm to upload to their instance. RIA client will need to set up a PGP token and SFTP site, and provide Opto the necessary credentials. Opto can also upload templates to Tamarac/Envestnet on behalf of the RIA firm with appropriate access.