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About

Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting. Addepar allows you to spend time on what matters most: investing in client relationships. Addepar aggregates all financial accounts to create a consolidated view of your clients’ portfolios. Industry-leading analytics and reporting software allow you to tailor insights and conversations for each client and build long-lasting, trusted relationships. Our digital tools provide your clients with encrypted access to their financial information anytime and anywhere. Bridge back-office solutions with our custom reporting functionality. Rely on our in-house industry experts to understand your firm’s needs and get your firm up and running. Access our on-demand help center and online training portal to kickstart your experience. Addepar utilizes best practice safeguards, including role-based access control and data encryption at rest and in transit.

About

File your BOI Report quickly and easily with our state-of-the-art software. Designed by licensed attorneys and CPAs, FileForms provides security you can rely on, unmatched support, and solutions tailored to your needs. Effective January 1, 2024, all US and foreign companies that were formed in, or have registered with any of the 50 US states, must comply with new Beneficial Ownership Information (BOI) reporting requirements with the Financial Crimes Enforcement Network (FinCEN), as prescribed by the Corporate Transparency Act (CTA).

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
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

Businesses interested in a software solution for easily filing BOI reports

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

$199 per year per entity
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

FileForms
Founded: 2023
fileforms.com

Alternatives

Alternatives

Asora

Asora

Asora Technologies
MoneyWare

MoneyWare

Miles Software (EbixCash)
ERA EHS Software

ERA EHS Software

ERA Software Solutions
Prospero Suite

Prospero Suite

FINARTIS
AIFMD Annex IV Reporting

AIFMD Annex IV Reporting

Matterhorn Reporting Services

Categories

Categories

Integrations

AgilLink
CloudQix
Everysk
HiddenLevers
MoneyGuide
ORCA
Pontera
Practifi
RightCapital
Sage Intacct
Salesforce
Wealth.com

Integrations

AgilLink
CloudQix
Everysk
HiddenLevers
MoneyGuide
ORCA
Pontera
Practifi
RightCapital
Sage Intacct
Salesforce
Wealth.com
Claim Addepar and update features and information
Claim Addepar and update features and information
Claim FileForms and update features and information
Claim FileForms and update features and information