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.
We’ve added support for simultaneous sessions on iPhone and iPad, updated the app to display the last-viewed portfolio when signing back in, and ensured the light/dark theme selection appears when you first sign into the app.
Have feedback? Contact firstname.lastname@example.org.
Ratings and ReviewsSee All
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!! *****
With Family Sharing set up, up to six family members can use this app.