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Addepar offers custom pricing plan
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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 strategy; business users are more productive with self-service access to more data, functionality, and team collaboration. This easy to use, intuitive platform allows financial advisors to optimize performance on a consistent basis, providing more efficient all-in-one portfolio management.
Addepar offers custom pricing plan
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Small Business
SaaS/Web/Cloud
Mobile - iOS
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Addepar Pricing
Addepar offers custom pricing plan
Pricing Model
Paid Plans (Quotation Based )
User Review
DD
Deepansh D
05/12/22
"Addepar wealth management platform"
What do you like best about Addepar? Addepar advantage is that it works on any type of data, good scalability in a single platform. What do you ...
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SJ
SAILEE J
01/22/22
"Fantastic Wealth Management Platform to generate Performance data for investment banking clients"
What do you like best about Addepar? Addepar helps provide a detailed performance report to Investment banking clients based on their activities ...
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PK
Prachi K
01/17/22
"One stop platform to cover all investment accounts of Client, including held-away assets"
What do you like best about Addepar? World-class solution to address a range of client needs and front office pain points, namely - - Reduce the ...
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SM
Shreyans M
01/16/22
"Fantastic Wealth Management Platform for Performance Reporting of Investment Accounts"
What do you like best about Addepar? Addepar helps the asset owners with a calculated performance report for investment accounts, thus enabling them ...
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Contact
(855) 464-6268
Customer Service
Online
Location
New York, New York
Stuck on something? We're here to help with all the questions and answers in one place.
Some top alternatives to Addepar includes Croesus Advisor, Morningstar Direct, Personal Capital, Masttro and AIRR.
Yes, Addepar provides API.
Yes, Addepar provides mobile app.
Addepar is located in New York, New York
Addepar offers Quotation Based pricing model
The starting price is not disclosed by Addepar. You can visit Addepar pricing page to get the latest pricing.
Researched by Rajat Gupta
