Addepar
Cloud-based portfolio management and analytics platform for financial advisors and family offices, with data aggregation.
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OverviewFeaturesReviews (0)Alternatives
Addepar helps teams discover tools, compare options, and find reliable solutions for real workflows.
Client reporting
Recommended for: Client reporting
Multi-asset aggregation
Recommended for: Multi-asset aggregation
Performance reporting
Recommended for: Performance reporting
Risk analytics
Recommended for: Risk analytics
Supported platforms
WebiOSAndroid
Details
PricingSubscription-based
PlatformsWeb, iOS, Android
CategoryN/A
Last updatedRecently
Tags
Portfolio ManagementWealth ManagementFamily Office
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