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
Information
- Provider
-
ADDEPAR, INC. has identified itself as a trader for this app and confirmed that this product or service complies with European Union law.
- DUNS Number
- 832936509
- Address
- 303 Bryant St Mountain View California 94041 United States
- Phone Number
- +1 4155231940
- legal@addepar.com
- Size
- 32.4 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