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Addepar

Get a clearer financial picture—at every level.

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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.
Addepar

Screenshot & Video

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LICENSING & DEPLOYMENT

  • Cloud Hosted
  • Web-based
  • Windows
  • Mac
  • Linux

SUPPORT

  • Phone

Knowledge Base

  • Help Guides
  • Blogs
  • Case Studies
  • Whitepapers
  • On-Site Training

Addepar Core Features

Wealth Management

  • 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

  • Contact Vendor

Free Version

  • No

Payment Frequency

  • Quote Based
Vendor pricing page

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