Addepar
Get a clearer financial picture—at every level.
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Category
- Wealth Management Software
Features
- Asset Reporting
- Client Portal
- Online Application
- Data Import/Export
- Financial Planning
- Investment Tracking
- Order Fulfillment
- Loyalty Program
- Performance Measurement
- Portfolio Management
- Patch Scanning
Platforms
- Cloud Hosted
- Web-based
- Windows
- Mac
- Linux