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ease
features
design
support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

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
Search

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