Addepar

iOS Universel / Finance

Addepar provides the most recent portfolio data to advisors and their clients. Users can see net worth, performance, and asset allocation. Dive deep into the portfolio by asset class and view major transactions.

Interested in Addepar, but not sure if your financial advisor uses it? Ask about Addepar in your next meeting, and get ready for a clearer financial picture at every level.

Quoi de neuf dans la dernière version ?

• Plaid is now supported in EU
• Performance improvements and bug fixes