Average Ratings 0 Ratings
Average Ratings 0 Ratings
API Access
Has API
API Access
Has API
Integrations
MoneyGuidePro
AgilLink
CircleBlack
Everysk
HiddenLevers
Pontera
Practifi
RightCapital
Sage Intacct
Salesforce
Integrations
MoneyGuidePro
AgilLink
CircleBlack
Everysk
HiddenLevers
Pontera
Practifi
RightCapital
Sage Intacct
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
SaaS
iPhone
iPad
Android
Windows
Mac
Linux
Deployment
SaaS
iPhone
iPad
Android
Windows
Mac
Linux
Support
Phone Support
24/7 Live Support
Online
Support
Phone Support
24/7 Live Support
Online
Training
Documentation
Webinars
Live Online
In Person
Training
Documentation
Webinars
Live Online
In Person
Vendor Details
Company Name
Addepar
Founded
2009
Country
United States
Website
addepar.com/ria
Vendor Details
Company Name
Envestnet
Founded
2008
Country
United States
Website
www.envestnet.com/ourplatform
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
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