Addepar

Wealth management platform

Published by: ADDEPAR

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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Addepar FAQ

  • Is Addepar free?

    Yes, Addepar is completely free and it doesn't have any in-app purchases or subscriptions.

  • Is Addepar legit?

    Not enough reviews to make a reliable assessment. The app needs more user feedback.

    Thanks for the vote

  • How much does Addepar cost?

    Addepar is free.

  • What is Addepar revenue?

    To get estimated revenue of Addepar app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.

User Rating
App is not rated in Thailand yet.
Ratings History

Addepar Reviews

App doesn’t open

felialonso1 on

United States

App shows a message saying I need to update the app, sends me to the app store, I update the app, open it and sends the same message. This goes on and, ands has been going for months

Crappy quality and limited interface

animal_eh! on

United States

The app stopped working (dies upon launch) on iPhone about a month ago. 2 updates later, it still does work. The chart for portfolio and subsets is no longer an option - might as well look at an excel sheet.

Persistently Buggy and Frustrating

app-out on

United States

Addepar struggles to deliver a satisfactory user experience and this app is buggy and frustrating. The basic functionality (date range, portfolio/account selection, and valuation refresh) does not work reliably or intuitively so it is hard to simply select an account and then check the account value as of a given date. I suspect the programming team is either dysfunctional or is trying to do too much and has tried to add “bells and whistles” that also do not work resulting in an overall poor app. Addepar should get the basic features working reliably. Having a functional app is a critical component of the overall value proposition of the Addepar service.

PIN # Never World

mot noswot on

United States

It been a little frustrating since the pin # never works… but besides this the app works well..

Not useful

Math Geek 2.0 on

United States

App isn’t useful. Info doesn’t format to the iPhone. Doesn’t use Face ID.

Interface & power great, performance very intermittent

Johnny Opz on

United States

It’s a great app, and the desktop web interface is fabulous. But more often than not, the load time for your portfolio post verification is interminable. It’s weird - occasionally snappy but very frequently just sit and spin. No error messaging, no way to diagnose, no improvement in this facet over the year I’ve been using it. Fix the delay / interminable wait, and I’ll love it.

Very intuitive

Jan Longbranch on

United States

As an end user I have been waiting for this app for a long time. Excellent layout, well thought out and runs really smooth. Great app!! *****

Store Rankings

Ranking History
App Ranking History not available yet
Category Rankings
App is not ranked yet

Addepar Competitors

Name
Fidelity Digital Assets
Koyfin: Market Data & Analysis
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ComplianceAlpha
J.P. Morgan Private Bank
GS PWM
Wealth Management
PURE Insurance
Exclusively for PURE members.
BNY Mellon | Pershing Access
NetXInvestor
Schwab Advisor Center® Mobile
Wealthscape℠
NetX360® Mobile
Jefferies Wealth Management
AWM Capital
Arta Finance
Invest intelligently
Cresset

Addepar Installs

Last 30 days

Addepar Revenue

Last 30 days

Addepar Revenue and Downloads

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