---
description: Get information about Addepar price, usability & features from verified user experiences. Read reviews from Indian business users & discover similar tools.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Addepar Price, Features, Reviews & Ratings - Capterra India
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [Addepar](/software/1037191/addepar)

# Addepar

Canonical: https://www.capterra.in/software/1037191/addepar

> Addepar is a software platform that helps manage investment portfolios with data-driven insights and financial account aggregation.
> 
> Verdict: Rated **4.0/5** by 1 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses Addepar?

Addepar caters to wealth managers, family offices, private banks, and broker-dealers.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.0/5** | 1 Reviews |
| Ease of Use | 4.0/5 | Based on overall reviews |
| Customer Support Software | 4.0/5 | Based on overall reviews |
| Value for Money | 4.0/5 | Based on overall reviews |
| Features | 4.0/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: Addepar

## Commercial Context

- **Pricing Details**: Please contact Addepar directly for pricing details.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Compliance Tracking
- Financial Analysis
- Investments Tracking
- Performance Metrics
- Portfolio Management
- Portfolio Rebalancing
- Risk Management Software

## Integrations (4 total)

- Envestnet | MoneyGuide
- Jacobi
- Practifi
- RightCapital

## Support Options

- Email/Help Desk

## Category

- [Investment Management Software](https://www.capterra.in/directory/20010/investment-management/software)

## Alternatives

1. [Morningstar Direct](https://www.capterra.in/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Trade Ideas](https://www.capterra.in/software/1030960/trade-ideas) — 4.7/5 (37 reviews)
3. [Human Interest](https://www.capterra.in/software/1013332/human-interest) — 4.0/5 (36 reviews)
4. [WOWS Investment Portal](https://www.capterra.in/software/1051443/wows) — 4.7/5 (97 reviews)
5. [Investera Pro](https://www.capterra.in/software/1018626/investera-pro) — 4.8/5 (6 reviews)

## Reviews

### "Customisable and User Friendly Wealth Management Platform" — 4.0/5

> **Shreyans** | *11 November 2022* | Banking | Recommendation rating: 8.0/10
> 
> **Pros**: Provides standard and customised reporting. Multi-currency capability. Reduces manual burden of front office to eliminate issues related to multi-currency reporting uses. Uses classification methodology.
> 
> **Cons**: Annual cost of engagement is very high compared to other competitive SaaS solutions
> 
> Meets the product offering and reporting needs. It has ability to gain insight into Client’s held-away assets due to automated data aggregation feature. Quick turnaround by support team.

## Links

- [View on Capterra](https://www.capterra.in/software/1037191/addepar)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/275617/Addepar/> |
| en-AE | <https://www.capterra.ae/software/1037191/addepar> |
| en-AU | <https://www.capterra.com.au/software/1037191/addepar> |
| en-CA | <https://www.capterra.ca/software/1037191/addepar> |
| en-GB | <https://www.capterra.co.uk/software/1037191/addepar> |
| en-IE | <https://www.capterra.ie/software/1037191/addepar> |
| en-IL | <https://www.capterra.co.il/software/1037191/addepar> |
| en-IN | <https://www.capterra.in/software/1037191/addepar> |
| en-NZ | <https://www.capterra.co.nz/software/1037191/addepar> |
| en-SG | <https://www.capterra.com.sg/software/1037191/addepar> |
| en-ZA | <https://www.capterra.co.za/software/1037191/addepar> |

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