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.
Ratings and Reviews
Very intuitive
As an end user I have been waiting for this app for a long time. Excellent layout, well thought out and runs really smooth. Great app!! *****
Persistently Buggy and Frustrating
Addepar struggles to deliver a satisfactory user experience and this app is buggy and frustrating. The basic functionality (date range, portfolio/account selection, and valuation refresh) does not work reliably or intuitively so it is hard to simply select an account and then check the account value as of a given date. I suspect the programming team is either dysfunctional or is trying to do too much and has tried to add “bells and whistles” that also do not work resulting in an overall poor app. Addepar should get the basic features working reliably. Having a functional app is a critical component of the overall value proposition of the Addepar service.
Interface & power great, performance very intermittent
It’s a great app, and the desktop web interface is fabulous. But more often than not, the load time for your portfolio post verification is interminable. It’s weird - occasionally snappy but very frequently just sit and spin. No error messaging, no way to diagnose, no improvement in this facet over the year I’ve been using it. Fix the delay / interminable wait, and I’ll love it.
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