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Compare Addepar vs Personal Capital

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

Personal Capital is an investment portfolio management tool that combines all of the investments into a single free application. No matter how user invests, Personal Capital can track & ... Read More

Free Trial Availability
  • No free trial
  • No free trial
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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
  • Not Available
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Media and Screenshots

Videos
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Frequently Asked Questions (FAQs)

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Neither Addepar nor Personal Capital offers a free trial.

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

Personal Capital is designed for Large Enterprises, Medium Business and Small Business.

Pricing details for both Addepar and Personal Capital 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 Personal Capital includes kopilot, MProfit, PMplus, Shootih, monse, Portfoliopilot, TOGGLE Copilot and Kubera.

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