Addepar

Addepar, Inc

About this app

Manage your wealth on the go

The Addepar app brings the power of our platform to your fingertips, helping you stay informed and in control of your wealth, even when you're moving.

Secure Login: Log in quickly and safely using a PIN or your fingerprint—keeping your financial data protected.

Personalized Portfolio Insights: Access dynamic charts, tables, and widgets tailored to your web portal settings, so your key insights are always a tap away.

Light & Dark Mode: Switch seamlessly between light and dark themes to view your portfolio in the style that suits you best.

Requirement:
- Android 12.0 or higher, the app is currently optimized for smartphones
- Your firm needs to be migrated to new Visual guidelines as Android app is built on the same guidelines

Steps required:
- Install and open the app
- Log in using your standard Web Portal credentials
- After logging in, Advisors select a client to access data, while End Clients are taken directly to their portfolio performance

We want to hear about your experience! Your insights will directly shape the future of the Addepar app.
- For any other queries/problems : Please contact your firm advisor. They will submit a support request with the Addepar team on your behalf.

What’s new

• Bug fixes and performance improvements