Addepar vs orydio
Addepar
addepar.comorydio
orydio.chSide by side
| Figure | Addepar | orydio |
|---|---|---|
| Price from | — | 6.58 CHF/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 1 | 2 |
| Spec score · Family Office Software | 8.2 (#3) | 7.3 (#17) |
| API | Addepar APIs provide programmatic access to firm data for integrations, workflow automation and platform extensions. | A token-authenticated REST API connects external systems to financial and master data, including invoices, payments, payroll payslips, and partner records. |
| Headquarters | New York City, New York, United States | dynaxio AG lists its address as Sihlquai 131, 8005 Zurich, Switzerland. |
| Integrations | Addepar offers prebuilt partner integrations and flexible APIs for connecting in-house and third-party systems. | Listed integrations include Microsoft Teams and Microsoft 365, Skribble, DocuSign, OpenAI, Claude, CleverReach, Asterisk PBX, and Bank Frick. |
| Support | Current clients are directed to contact their Client Success Manager or use Addepar Learn for client support. | The Investment Firms plan includes priority onboarding and dedicated support. |
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.