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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

Investors, professional users, and anyone requiring a tool to transform their personal finances into insights

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

$75 per month
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

Provisian
provisian.com

Alternatives

Alternatives

NetX360

NetX360

Pershing
Asora

Asora

Asora Technologies
MoneyGuidePro

MoneyGuidePro

MoneyGuide
Axys

Axys

SS&C Advent

Categories

Categories

Integrations

AgilLink
Ally Invest
Authorize.Net
CITI Unify
Charles Schwab
Chase Business Complete Banking
Everysk
Fidelity
HiddenLevers
MoneyGuidePro
Pontera
Practifi
RightCapital
Robinhood
Sage Intacct
Salesforce
SoFi
Vanguard
Wells Fargo Business Checking
ecotime

Integrations

AgilLink
Ally Invest
Authorize.Net
CITI Unify
Charles Schwab
Chase Business Complete Banking
Everysk
Fidelity
HiddenLevers
MoneyGuidePro
Pontera
Practifi
RightCapital
Robinhood
Sage Intacct
Salesforce
SoFi
Vanguard
Wells Fargo Business Checking
ecotime
Claim Addepar and update features and information
Claim Addepar and update features and information
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Claim Provisian and update features and information