Addepar provides three sandbox tiers to help you build, develop, and enhance your platform experience.


Developer Environment

Explore Addepar’s features without production data in a 14-day trial environment.


Test drive new workflows and processes in your Addepar tech stack with an isolated 1:1 copy of your production environment, bringing in only the necessary production data.

Sandbox Features
Secure workflow testing

- Use real client data plus all production features to simulate and refine end-to-end workflows
- Avoid compromising data configurations or disrupting business
- Test and validate API work
Seamless new feature exploration

- Experiment with new features before incorporating in production
Demo and train with assurance

- Avoid unintentional changes by demoing Addepar with a 1:1 production copy
- Educate potential advisors, executives and new employees
Get the most out of Sandbox

- Refresh 12 times a year (up to twice
a month) to import the latest data and configurations

Connect with your Addepar representative to learn more about Sandbox and understand the right solution for you.

What’s Next

You've completed the Getting Started section! Now get an overview of our REST APIs: