Addepar: Streamline Your Financial Portfolio Management
Addepar is a free iPhone application developed by ADDEPAR INC. It falls under the category of Business & Productivity, specifically in the Finance subcategory.
With Addepar, users have access to the most recent portfolio data, providing a comprehensive view of their net worth, performance, and asset allocation. This app allows users to dive deep into their portfolio by asset class and view major transactions, giving them a clearer financial picture at every level.
One of the key features of Addepar is its ability to provide portfolio data to advisors and their clients. This allows users to stay informed about their investments and make more informed decisions. Additionally, if you are considering Addepar but unsure if your financial advisor uses it, you can ask about it in your next meeting to ensure compatibility.
Overall, Addepar is a valuable tool for individuals looking to streamline their financial portfolio management and gain a better understanding of their investments.
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