Addepar vs Rockefeller Digital

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.

The Rockefeller Digital mobile application provides Rockefeller Global Family Office clients the ability to: - Access your account balances, holdings, and recent activity. - Deposit checks from anywhere using your mobile device. - Transfer funds between your accounts and accounts held at other financial institutions. - Pay bills. - Digitally authorize wire instructions. - Set up Touch ID® / Face ID® to securely login into your Rockefeller Digital account. - Securely send and receive files from your advisor with collaboration feature. - View and download statements, correspondence, tax documents, and trade confirmations.   IMPORTANT NOTES: - Users must have a valid Rockefeller Digital login account in order to use this application. - There is no charge to download the application, however you may be charged access fees by your wireless service provider while using the application. - Some features available on Rockefeller Digital web application are not available on the mobile application. - All product names, trademarks and registered trademarks are the property of their respective owners. - By downloading and using this app, you agree to the current terms and conditions and the privacy policy.