Addepar

Provides the most recent portfolio data to advisors and their clients, who can see net worth, performance, and asset all

iOSApp Store (US)★ 3.9 · 59 ratingsunknown

Addepar is provides the most recent portfolio data to advisors and their clients, who can see net worth, performance, and asset allocation. It's aimed at wealth management advisors.

Website iOS

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