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 1.3.1

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 mobilesupport@addepar.com.

Ratings and Reviews

4.7 out of 5
32 Ratings

32 Ratings

Jan Longbranch ,

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!! *****

Information

Seller
ADDEPAR, INC.
Size
24.8 MB
Category
Finance
Compatibility

Requires iOS 11.2 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
4+
Copyright
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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