Addepar vs BNY Performance Solutions

Addepar

8.7 #6 in Portfolio Management Software

About Addepar

BNY Performance Solutions

5.3 #73 in Portfolio Management Software

About BNY Performance Solutions
AddeparBNY Performance Solutions
Free planNoNo
Free trialNoNo
Paid from——
Open sourceNoNo
PlatformsAndroid, api, iOS, Web—
Asset class coveragemulti_asset_alternativesmulti_asset_alternatives
Performance reportingYesYes
Allocation analysisYesYes
Risk analysisYesYes
Tax-lot trackingYes—

Both are listed in Best Portfolio Management Software. On Samsung Mobile US Press, Addepar scores higher on our published basis.