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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Asset owners and advisors looking for a wealth management platform to make more informed and timely investment decisions

Audience

Firms and companies in need of a wealth management platform to improve their operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Addepar
Founded: 2009
United States
addepar.com/ria

Company Information

AdvisorEngine
United States
www.advisorengine.com

Alternatives

Alternatives

Asora

Asora

Asora Technologies
enVisual360

enVisual360

enSynergy Professional Services
NexJ CRM

NexJ CRM

NexJ Systems Inc.
Axys

Axys

SS&C Advent
eMoney

eMoney

eMoney Advisor

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Integrations

AgilLink
Everysk
HiddenLevers
MoneyGuidePro
Pontera
Practifi
RightCapital
Sage Intacct
Salesforce

Integrations

AgilLink
Everysk
HiddenLevers
MoneyGuidePro
Pontera
Practifi
RightCapital
Sage Intacct
Salesforce
Claim Addepar and update features and information
Claim Addepar and update features and information
Claim AdvisorEngine and update features and information
Claim AdvisorEngine and update features and information