Addepar
Wealth management platform
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Description

Addepar provides the most recent portfolio data to advisors and their clients. Users can see net worth, performance, and asset allocation. Dive deep into the portfolio by asset class and view major transactions.

Interested in Addepar, but not sure if your financial advisor uses it? Ask about Addepar in your next meeting, and get ready for a clearer financial picture at every level.
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App Info

Category
Finance
Publisher
ADDEPAR, INC.
Languages
English
Recent version
225.0.0 (1 week ago )
Released on
Nov 17, 2020 (3 years ago )
Last updated
1 month ago