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 219.0.1
The time series chart on overview will now load properly once again.
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, for example, based on the features you use or your age. Learn More
Information
- Seller
- ADDEPAR, INC.
- Size
- 59.3 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 16.4 or later.
- iPad
- Requires iPadOS 16.4 or later.
- Mac
- Requires macOS 14.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2023 Addepar
- Price
- Free