Addepar vs Post Oak Private Wealth
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Addepar
Access up-to-date portfolio data for net worth, performance, and asset allocation. Explore your investments by asset class and review significant transactions for a clearer financial overview.
- Real-time portfolio data
- Net worth tracking
- Performance analysis
- Asset allocation breakdown
- Major transaction review
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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.
Post Oak Private Wealth
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It's simpler than ever to access your client profile using our app. With this app you can securely log in to view your portfolio and performance details. Our app also makes it possible to safely share client information and provide communication.
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Verdict
The clearest difference is iOS requirement: Post Oak Private Wealth at 12.0 against Addepar's 26.0. On price, in-app purchases and device support there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
| Parameter | Addepar | Post Oak Private Wealth |
|---|---|---|
| Price | Free | Free |
| Rating | 3.9 (60 ratings) — better | — |
| Positive reviews | 15.4% of reviews | — |
| Number of ratings | 60 — better | — |
| Update frequency | Fortnightly | — |
| Ads | No | — |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad | iPhone, iPad, iPod — better |
| Requires iOS | 26.0 | 12.0 — better |
| Further details — not scored | ||
| Size | 60 MB | 1 MB |
| Age rating | 4+ | 4+ |
| Developer | ADDEPAR, INC. | RMW Advisors LLC |
In-app purchases
Addepar
No in-app purchases
Post Oak Private Wealth
No in-app purchases
Questions
Is Addepar free?
Is Post Oak Private Wealth free?
Other comparisons
