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Compare Addepar vs Croesus Advisor

Addepar - Investment Portfolio Management Software
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Overview

Description

Addepar portfolios combine analytics and insights to deliver powerful insights for informed investing. Operations, sales, and investor teams leverage Addepar's tools to build and execute on ... Read More

Croesus Advisor is a portfolio management software for private investors and financial institutions. With an abundance of product value-added services, this software provides users with a ... Read More

Free Trial Availability
  • No free trial
  • No free trial
User Ratings

3.3

(3)
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Software Demo

Demo

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Other Details

Organization Types supported
  • Freelancers
  • Individuals
  • Medium Business
  • Small Business
  • Large Enterprises
  • Freelancers
  • Individuals
  • Medium Business
  • Small Business
  • Large Enterprises
Platforms Supported
  • Mobile - Android
  • Mobile - iOS
  • Browser Based (Cloud)
  • Installed - Windows
  • Browser Based (Cloud)
  • Mobile - Android
  • Mobile - iOS
  • Browser Based (Cloud)
  • Installed - Windows
  • Browser Based (Cloud)
Modes of support
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
API Support
  • Available
  • Available
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User Reviews

User Ratings

No reviews available for the product

Rating Distribution

No reviews available for the product

Excellent

0

Very Good

2

Good

0

Poor

1

Terible

0

Positive Reviews

No reviews available for the product

No reviews available for the product

Negative Reviews

No reviews available for the product

No reviews available for the product

Media and Screenshots

Videos
video-0

1 Videos

video-0

2 Videos

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Frequently Asked Questions (FAQs)

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Neither Addepar nor Croesus Advisor offers a free trial.

Addepar is designed for Large Enterprises, Medium Business and Small Business.

Croesus Advisor is designed for Large Enterprises, Medium Business and Small Business.

Pricing details for both Addepar and Croesus Advisor are unavailable at this time. Contact the respective providers for more information.

Some top alternatives to Addepar includes Croesus Advisor, Morningstar Direct, Personal Capital, Masttro, Portfoliopilot, Orion Advisor Trading, Allocator-platform, Ansarada and AIRR.

Some top alternatives to Croesus Advisor includes Morningstar Office, MProfit, Personal Capital, Shootih, i-lign, BigAgile, Portfoliopilot, Assetmax and JCurve.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].