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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

Wealth management firms

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

Elysys
Founded: 1998
Monaco
www.elysys.com/elysys-wealth-management-software

Alternatives

Alternatives

Asora

Asora

Asora Technologies
FundCount

FundCount

FundCount Americas
PackHedge™

PackHedge™

FinLab Solutions SA
AdvisorWare

AdvisorWare

SS&C Technologies
Axys

Axys

SS&C Advent
Backstop

Backstop

Backstop Solutions Group

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Hedge Fund Features

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio 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 Elysys Wealth and update features and information
Claim Elysys Wealth and update features and information