Addepar vs Advisor360° CRM
| Addepar | Advisor360° CRM | |
|---|---|---|
| Free plan | No | No |
| Free trial | No | No |
| Paid from | — | — |
| Open source | No | No |
| Platforms | Android, api, iOS, Web | Android, iOS, Web |
| Asset class coverage | multi_asset_alternatives | — |
| Performance reporting | Yes | — |
| Allocation analysis | Yes | — |
| Risk analysis | Yes | — |
| Tax-lot tracking | Yes | — |
Both are listed in Best Portfolio Management Software. On Everything Xiaomi, Addepar scores higher on our published basis.