Addepar
Get a clearer financial picture—at every level.
Addepar is the first performance reporting platform that easily handles all of your assets, connecting your financial goals and objectives with real world actionable insights. It is secure, scalable, and fast—freeing you up to spend more time on what matters most: investment analysis, building trusted relationships and growing your business.
Licensing & Deployment
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Cloud Hosted
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Web-based
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Windows
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Mac
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Linux
Support
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Phone
Knowledge Base
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Help Guides
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Blogs
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Case Studies
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Whitepapers
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On-Site Training
Media
Addepar Core Features
Focus of Wealth Management Feature
- Asset Reporting
- Client Portal
- Online Application
- Data Import/Export
- Financial Planning
- Investment Tracking
- Order Fulfillment
- Loyalty Program
- Performance Measurement
- Portfolio Management
- Patch Scanning
Addepar Pricing
Pricing Type
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Contact Vendor
Free Version
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No
Payment Frequency
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Quote Based
Addepar Reviews
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