Top 10 Addepar Alternatives & Competitors

(5)4.1 out of 5

If you are considering Addepar, you may also want to investigate similar alternatives or competitors to find the best solution. Other important factors to consider when researching alternatives to Addepar include ease of use and reliability. The best overall Addepar alternative is Morningstar Direct. Other similar apps like Addepar are Betterment at Work, Morningstar Direct Advisory Suite (formerly Advisor Workstation), Orion Risk Intelligence, and Nitrogen. Addepar alternatives can be found in Investment Portfolio Management Software but may also be in Financial Research Software or 401(k) Software.

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Best Paid & Free Alternatives to Addepar

Morningstar Direct
Betterment at Work
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
Orion Risk Intelligence
Nitrogen
eMoney
Backstop Solutions Suite
Koyfin

Top 10 Alternatives to Addepar Recently Reviewed By G2 Community

Browse options below. Based on reviewer data, you can see how Addepar stacks up to the competition, check reviews from current & previous users in industries like Investment Banking, Accounting, and Financial Services, and find the best product for your business.

Morningstar Direct

By Morningstar

4.1/5

(348)

Product Description

Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world.  Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies.   And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.

Categories in common with Addepar:

Investment Portfolio Management

Betterment at Work

By Betterment

4.3/5

(538)

Product Description

Categories in common with Addepar:

Investment Portfolio Management

Morningstar Direct Advisory Suite (formerly Advisor Workstation)

By Morningstar

4.1/5

(270)

Product Description

Categories in common with Addepar:

Investment Portfolio Management

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Nitrogen

By Nitrogen

4/5

(71)

Product Description

Nitrogen is the company that invented the Risk Number®, which powers the world’s first Growth Platform and was built on a Nobel Prize-winning academic framework. Advisors, wealth management firms, and asset managers use the Nitrogen platform to accelerate prospects to assets to engaged and retained clients, with the insights and analytics to keep it all on track — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com.

Categories in common with Addepar:

Investment Portfolio Management

eMoney

By eMoney Advisor, LLC.

4.7/5

(64)

Product Description

Categories in common with Addepar:

Investment Portfolio Management

Backstop Solutions Suite

By ION Analytics

4.7/5

(46)

Product Description

Categories in common with Addepar:

Investment Portfolio Management

Koyfin

By Koyfin

4.8/5

(105)

Product Description

Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com

Categories in common with Addepar:

Investment Portfolio Management