Addepar 4+

Wealth management platform

ADDEPAR, INC.

Designed for iPad

    • Free

Screenshots

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.

What’s New

Version 232.0.0

Bug fixes and performance improvements.

App Privacy

The developer, ADDEPAR, INC., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Contact Info
  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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