Addepar provides the most recent portfolio data to advisors and their clients
Addepar
by ADDEPAR, INC.
What is it about?
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.
App Details
Version
236.0.0
Rating
(52)
Size
42Mb
Genre
Finance Business
Last updated
December 21, 2024
Release date
May 20, 2019
More info
App Screenshots
App Store 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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AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.