Addepar
Addepar : Reviews, Pricing, Features & Alternatives
Addepar is a Finance Software. Review Addepar : Overview & Pricing
Addepar Overview : Features, Pricing, Reviews & Alternatives
Addepar is a Finance Software intended for businesses. Let’s discover user reviews, features and prices of this business app.
Addepar is listed as a Finance Software and Finance & Accounting Software for companies and is used for Investment Portfolio Management …
Addepar prices are available on demand .
Addepar is a wealth management platform specialized in data aggregation, analysis and reporting. Provide clients with a complete and meaningful financial picture and offer better advice with consolidated and unified data. Learn more about Addepar’s bespoke, state-of-the-art wealth management software.
Bespoke, state-of-the-art wealth management software
What is Addepar ?
Addepar is a wealth management platform that provides data analysis tools and portfolio images. It provides wealth managers with real-time portfolio reports and information needed to make and implement better investment decisions. The company’s platform consolidates portfolio, market, and customer data in one place. It provides asset owners and advisers with a clearer financial picture at all levels, enabling them to make more informed and timely investment decisions. With Addear as your hub, you have a consolidated gathering place for critical information, eliminating the need for duplicate data entry and cross-system checks. Addear even allows customers to submit inquiries and requests through their website or by phone. Addear’s wealth management platform integrates with the apps you use every day.
Addepar is the first performance reporting platform that easily manages all your assets, connecting your financial goals and objectives with real-world, actionable insights. It’s secure, scalable, and allows you to spend more time on what matters most: analyzing investments, building trusted relationships, and growing your business.
Addepar Review : Pros & Cons
Pros & Cons
When it comes to finding the right Finance tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.
One such familiar name in this arena is Addepar, and as you may have guessed from the title, this review will tell you more about Addepar’s pros and cons.
Weighing the pros & cons is essential before selecting this tool for your business and your team.
Addepar Pros : Key Benefits
– SaaS platform
– Scalability and integration
– Frequent releases / updates
– High Compatibility
Addepar Cons
– Con : Custom integrations can come at a price.
Addepar Features
Here is the list of the main features of this computer software :
– Deliver a personal client experience
– Portfolio access with ease
– Increase operational efficiency
– Easy onboarding
– Data is protected
– Cloud Services
– Asset Reporting
– Financial Planning
– Performance Measurement
– Patch Scanning
– Client Portal
– Investment Tracking
– Portfolio Management
– Online Application
– Order Fulfillment
– Wealth Management Features
– Data Import/Export
– Loyalty Program
Main function & Pro Features
– Deliver a personal client experience
– Portfolio access with ease
– Increase operational efficiency
– Easy onboarding
– Data is protected
– Cloud Services
– Asset Reporting
– Financial Planning
– Performance Measurement
– Patch Scanning
– Client Portal
– Investment Tracking
– Portfolio Management
– Online Application
– Order Fulfillment
– Wealth Management Features
– Data Import/Export
– Loyalty Program
Addepar Integrations
Addepar may integrates with applications & plugins : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !
It also provides a powerful API toolkit that allows developers to build web services and exchange data.
Addepar Pricing
The Addepar pricing plan is available on request, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …
Addepar offers several pricing plans :
– Addepar : Price on demand
– Start : Price on demand
– Professional : Price on demand
– Enterprise : Price on demand
– Premium : Price on demand
| Addepar | Start | Professional | Enterprise | Premium |
| Price on demand | Price on demand | Price on demand | Price on demand | Price on demand |
| Per month | Per month | Per month | Per month | Per month |
| Per user | Per user | Per user | Per user | Per user |
Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.
Sign up for a trial and start using it right away !
Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.
Screenshot of the Vendor Pricing Page :
Software Pricing Plans
Pricing Details
Pricing Model : Subscription
Free trial : No information
Free plan : No free plan
Freemium : No information
Starting price : Prices can vary depending on your business needs.
Entry-level set up fee : No setup fee
The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.
Deployment & Setup
Addepar is a cloud-based Finance platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).
addepar is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.
It supports desktop operating systems (like Windows …) and mobile platforms (like iOS).
Technical Details & Specifications
Deployment : Cloud / SaaS
Desktop Operating Systems : Windows …
Mobile Platforms : iOS – iPhone – iPad
Native Apps / Mobile Applications : –
GDPR compliance : No information
Supported languages
This application software supports the following languages : English …
Support & Training
Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : Online Support …
Hotline : (855) 464-6268
Training options : …
Industry & Customers
Who use Addepar ?
This software package is tailored to business needs : Large Company, SME, Small Company …
This web-based application is recommended for trades : Professional …
This cloud software is used in the sectors : Services …
Customer References
Testimonials & Customer References to decide if this is the right business software or service for your company : No reference …
Awards & Recognitions
No information .
Screenshots
This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Entrepreneur, Freelancer, Large Company …)
Addepar Screenshots & Images : UI, dashboard …
Addepar Business Software Pricing
Addepar Features & Overview
Addepar Screenshot
Videos
Video #1
Addepar Reviews
Here is our opinion on Addepar : this is a decent finance software to examine .
Addepar User Reviews & Ratings
Online and customer reviews of Addepar software are quite plentiful and overall medium :
Overall rating : 3/5
Value for money : 3/5
Functionality : 3/5
Usefulness : 3/5
Ease of use : 3/5
User rating Excellent : 10%
User rating Very Good : 80%
User rating Average : 10%
User rating Poor : 0%
User rating Terrible : 0%
Popularity on social networks : 19029 followers on LinkedIn
Your Customer Review on Addepar
What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …
Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend Addepar ? What is your likelihood to renew ?
FAQs
Why use a Finance Software ?
Finance Software can improve business productivity.
Main functions are : High availability, Role-Based Access Control, integrations …
Main characteristics are : Software is available over the Internet, application is maintained by the vendor, license to the software may be subscription based or usage based.
Finance Software Review
Company details
Developed by ADDEPAR, Inc.
HQ location : New York
Founded :
Total revenue :
Industry : B2B SaaS company
Software Category : Finance & Accounting Software > Finance Software
Schema : SoftwareApplication > FinanceApplication
Tags : …
Website : visit addepar.com
About This Article
This page was composed and published by SaaS-Alternatives.
The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.
Our opinion on Addepar is independent in order to highlight the strengths and weaknesses of this Finance Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.
Addepar Alternatives
If you’re understanding the drawbacks and you’re looking for a Addepar alternative, there are more than 5 competitors listed on SaaS-Alternatives !
If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.
Compare Addepar Pricing Against Competitors
| Software | Starting Price | Billed | Free Trial |
| ADDEPAR | $ | Per month / user | No |
| PITCHAGO | $ | Per month / user | No |
| KORECONX | $ | Per month / user | No |
| SHOOTIH | $ | Per month / user | No |
| PMPLUS | $ | Per month / user | No |
| ACORNS | $1 | Per month / user | No |
| MORNINGSTAR OFFICE | $ | Per month / user | No |
| $ | Per month / user | ||
| $ | Per month / user | ||
| $ | Per month / user |
Top 10 Alternatives & Competitors to Addepar
– Aikido Finance
– Pitchago
– KoreConX
– Shootih
– PMplus
You can also take a look at other business apps, like our AddCharts review and our Device Frames review.
Comparison with Similar Software & Contenders
Take an in-depth look at popular Finance & Accounting Software and Finance Software to find out which one is right for your needs. Discover how these Finance Software compare to Addepar when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !
