Overview

About Addepar

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.

At a glance

Software information

Industries served, licensing and the support Addepar provides.

Licensing

Quote Based

Support

Phone
Email
Online (Ticket)

Training

Help Guides
Blogs
Case Studies
Whitepapers
On-Site Training

Knowledge Base

Help Guides
Blogs
Case Studies
Whitepapers
On-Site Training

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Capabilities

Addepar features

The full feature set, grouped by module.

Wealth Management Software

Asset Reporting
Client Portal
Online Application
Data Import/Export
Financial Planning
Investment Tracking
Order Fulfillment
Loyalty Program
Performance Measurement
Portfolio Management
Patch Scanning

Plans

Addepar pricing

Free Version

Payment Frequency

Quote Based

Vendor pricing page

Media

Screenshots & video

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