Addepar vs Advisor360° CRM
Addepar
addepar.com
Advisor360° CRM
advisor360.comSide by side
| Figure | Addepar | Advisor360° CRM |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 1 | 1 |
| Spec score · Wealth Management | 8.2 (#4) | 8.4 (#3) |
| Spec score · Portfolio Management Software | 8.1 (#22) | 7.9 (#38) |
| Headquarters | New York City, New York, United States | 400 1st Avenue, Needham, MA 02494, United States |
| Integrations | Addepar offers prebuilt partner integrations and flexible APIs for connecting in-house and third-party systems. | The CRM page names Outlook and Exchange Online integration and says the CRM connects with portfolio, planning, and trading tools in the platform. |
| Reporting | Addepar supports personalized reporting and automates report generation and distribution workflows. | Practice-level reporting exposes relationship health, pipeline progress and team execution patterns. |
| Security | The 2024–2025 SOC 3 report states that controls for the Analytics & Reporting and Navigator platforms were effective during July 1, 2024 through August 31, 2025 against applicable trust services criteria for security, confidentiality and privacy. | Advisor360° says platform access uses unique user IDs and passwords with multi-factor authentication, and communications are encrypted with AES-256. |
| What it does | Addepar is a data and AI platform that unifies financial data and streamlines workflows for investment professionals. | Advisor360° CRM is a wealth-management CRM embedded in the Advisor360° platform and organized around households. |
Plans
In their own words
Addepar
Addepar is a data and AI platform for investment professionals that brings financial data together and streamlines workflows. It models public and private assets for portfolio analysis across multiple asset classes, including alternatives. Users can build analytics and dashboards, model client and asset ownership structures, and review performance, allocation, risk, and tax lots. Reporting can be personalized, with workflows for generating and distributing reports. A branded client portal gives clients a live view of net worth and portfolio changes through web or mobile access. Fee management supports complex schedules, exclusions, and valuation methods, with underlying data available to audit calculations. AI-assisted parsing captures alternatives data for viewing alongside traditional assets. Prebuilt partner integrations and flexible APIs connect other systems; APIs also support data access, workflow automation, and extensions. Addepar is a hosted web-based service, with Android, iOS, web, and API platforms listed. Pricing is on request. It serves wealth managers, banks, family offices, fund managers, and institutional allocators.
Advisor360° CRM
Advisor360° CRM is a cloud wealth-management CRM built into the Advisor360° platform. It organizes people, accounts, relationships, and activity around household records, keeping notes, decisions, documents, and next steps together. Prospects move through structured stages from first engagement to conversion and onboarding, with ownership and practice-wide visibility. A searchable timeline combines meetings, email, documents, and tasks, and tasks can trigger subsequent workflow steps. Parrot AI organizes household conversations and documents, links insights across meetings, and surfaces summaries and follow-up actions. Advisors can view and update key records in the Advisor360° Mobile App for Android and iOS, as well as on the web. The CRM names Outlook and Exchange Online integrations and connects with portfolio, planning, and trading tools. Secure messaging, document vault integration, compliance-designed texting, and practice reporting support protected communications and oversight. Advisor360° states that access uses unique credentials, multi-factor authentication, and AES-256 encryption, with SOC 2 and HIPAA certification.