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Addepar description
Addepar is an investment portfolio management software designed for large financial institutions like wealth managers, family offices, and private banks. It helps these firms track and analyze their clients' investments in one place, offering tools for reporting, performance analysis, and planning. Addepar stands out with its ability to handle complex investments, making it a good fit for firms dealing with alternative assets or serving ultra-high-net-worth individuals.
Who is Addepar best for
Addepar is a robust investment management platform designed for large financial institutions. It streamlines portfolio tracking, analysis, and reporting, especially for complex investments like alternative assets. Addepar caters to wealth managers, family offices, and private banks serving high-net-worth clients.
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Best for medium and enterprise companies.
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Ideal for wealth managers, family offices, and private banks.
Addepar features
| Supported Addepar supports generating reports summarizing portfolio performance, risk, and other key metrics. |
| Supported Addepar supports detailed holdings analysis, including performance and transaction history. |
| Supported Addepar supports scenario modeling through its Navigator tool and platform capabilities. |
| Supported Addepar supports tracking cryptocurrency investments, but advanced analysis capabilities may be limited. |
| Supported Addepar provides historical performance data, including returns and benchmarks. |
Addepar alternatives
AumniBetter fit for venture capital and private equity firms. Aumni is growing slower and has fewer reviews than Addepar. Some users mention limited exit management and occasional downtime as downsides. An Addepar alternative and competitor.Read more
FundCountBetter fit for Finance, Banking & Insurance. Not suitable for Manufacturing or Education. Has website traffic growth momentum.Read more
AlphaSenseBetter for market research and competitive intelligence. Geared towards professionals in financial institutions and large corporations. Has more momentum with faster employee growth. AlphaSense users love the AI-powered search and comprehensive data, but dislike the clunky notes feature and occasional slow loading times. An Addepar alternative and competitor.Read more
Cake EquityBetter for startups and small to medium-sized businesses focused on equity management. A strong Addepar competitor for ESOP management and cap table administration, Cake Equity offers transparent pricing and is praised for its ease of use and customer support. It has significantly more momentum than Addepar.Read more
VyzerBetter fit for individuals and families managing diverse investments, including private equity and limited partnerships. Has more momentum currently.Read more
QuickenBetter for personal finance management, particularly for individuals, families, and small businesses. A good Addepar alternative for those focused on budgeting, expense tracking, and basic investment monitoring.Read more
Addepar FAQ
What is Addepar and what does Addepar do?
Addepar is a portfolio management software for wealth managers, family offices, and private banks. It provides a centralized platform to track, analyze, and report on complex investments, including alternative assets. Addepar offers tools for performance analysis, reporting, and planning, catering to institutions serving high-net-worth clients.
How does Addepar integrate with other tools?
Addepar integrates with various custodians, fund administrators, and prime brokers, allowing for automated data aggregation. It also offers an API for custom integrations, enabling clients to connect with other systems and data sources. This ensures a comprehensive view of portfolio data and streamlines investment management workflows.
What the main competitors of Addepar?
Addepar's main competitors include Aumni for venture capital, FundCount for family offices and hedge funds, and AlphaSense for market intelligence. Vyzer focuses on individual wealth management, while Sourcescrub targets M&A and private equity. Cake Equity serves startups managing employee stock options.
Is Addepar legit?
Yes, Addepar is a legitimate portfolio management software catering to large financial institutions. It's known for handling complex investments, making it safe for firms managing alternative assets or ultra-high-net-worth individuals. However, consider exploring alternatives like Aumni or FundCount based on your specific needs.
How much does Addepar cost?
Addepar doesn't publicly disclose its pricing. You'll need to contact their sales team for a customized quote based on your specific needs. Consider exploring alternative portfolio management software if transparent product pricing is a priority for you.
Is Addepar customer service good?
Some users report Addepar's integration process takes longer than expected and that the security mechanisms are not up to par. However, others appreciate its comprehensive tools for portfolio management and analysis.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.