Addepar

Addepar

Wealth management platform

⭐️4.1 / 5
Rating
🙌51
Ratings
📼5 scs
Content
📦~ in 1 week
Updates frequency
🗣❌ unsupported
Your locale

All Versions of Addepar

223.0.0

June 15, 2024

Resolved issue: • Some users were seeing a message to "Select a portfolio to view its performance" on login.
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221.0.1

May 22, 2024

Resolved Issues: - File preview occasionally not functioning - Security pin requiring consistent resets.
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221.0.0

May 18, 2024

Bug fixes and performance improvements.

219.0.1

April 23, 2024

The time series chart on overview will now load properly once again.

219.0.0

April 20, 2024

Resolved issues: • The app no longer closes unexpectedly upon sign in. • Account values no longer change to the currency associated with your device location.
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218.0.1

April 11, 2024

Bug fixes and performance improvements

218.0.0

April 6, 2024

Bug fixes and performance improvements.

217.0.0

March 23, 2024

Bug fixes and performance improvements

216.0.0

March 9, 2024

No release notes.

215.0.0

February 24, 2024

No release notes.

Price History of Addepar

Description of Addepar

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.

Addepar: FAQ

Is there an iPad version available for Addepar?

Yes, Addepar is compatible with the iPad.
The Addepar app was launched by ADDEPAR, INC..
To function properly, the app requires at least iOS 16.4.
Users love Addepar, as evidenced by its outstanding rating of 4.1 out of 5.
The App Genre Of Addepar Is Finance.
The newest version of Addepar is 223.0.0.
Addepar’s latest update was rolled out on June 28, 2024.
The app was launched on February 5, 2023.
Family-friendly content, no mature themes or violence.
The Addepar app is now available in English.
Unfortunately, Addepar is not on Apple Arcade.
Unfortunately, in-app purchases are not available within Addepar.
Unfortunately, Addepar is not optimized for use with Apple Vision Pro.

Screenshots of Addepar

iphone
ipad

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Reviews of Addepar

  • App doesn’t open

    App shows a message saying I need to update the app, sends me to the app store, I update the app, open it and ser the same message. This goes on and on
  • Crappy quality and limited interface

    The app stopped working (dies upon launch) on iPhone about a month ago. 2 updates later, it still does work. The chart for portfolio and subsets is no longer an option - might as well look at an excel sheet.
  • Addepar makes it easy

    I love this app! I can see my net worth so easily, and in great detail!