Addepar vs MediFi

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.

MediFi is the all-in-one platform for health insurance and investment management. Designed for financial advisors, brokers, and their clients, MediFi puts everything you need at your fingertips. FOR BROKERS & ADVISORS • Create and manage insurance illustrations with real-time financial projections • Present interactive charts and scenarios directly to clients in presentation mode • Manage client onboarding from start to finish — personal info, health statements, documents, and compliance • Track accounts, dependents, and beneficiaries in one place • Access marketing materials and product documentation instantly • Work with multiple clients and advisors from a single dashboard FOR CLIENTS • Track your onboarding progress and review submitted documents • View your insurance accounts and policy details anytime • Secure access with biometric authentication (Face ID / fingerprint) BUILT FOR QUALITY & EASE OF USE • Clean, intuitive interface — find what you need in seconds • Available in English, Spanish, and Portuguese • Dark mode support • Secure authentication with biometric login • PDF generation for illustrations — share with clients instantly • Works seamlessly across iPhone and iPad MediFi — Healthcare, Protected.