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Addepar app for iPhone and iPad


4.6 ( 3776 ratings )
Business Finance
Developer: ADDEPAR, INC.
Free
Current version: 207.0.0, last update: 6 months ago
First release : 20 May 2019
App size: 71.61 Mb

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.