Sandbox

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

Development environment tiers

Developer Environment

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

Sandbox

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. Sample Addepar features or beta products.

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:

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