Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Nexo Reviews & Ratings
    18,034 Ratings
    Company Website
  • Shift Reviews & Ratings
    1,375 Ratings
    Company Website
  • DrayMaster Reviews & Ratings
    1 Rating
    Company Website
  • EZO AssetSonar Reviews & Ratings
    113 Ratings
    Company Website
  • FreshBooks Reviews & Ratings
    5,502 Ratings
    Company Website
  • Setyl Reviews & Ratings
    48 Ratings
    Company Website
  • Rippling Reviews & Ratings
    20,318 Ratings
    Company Website
  • Okyline Reviews & Ratings
    2 Ratings
    Company Website
  • Adobe Experience Manager Reviews & Ratings
    1,847 Ratings
    Company Website
  • Fraxion Reviews & Ratings
    195 Ratings
    Company Website

What is Fundpath?

Wealth managers often invest a significant amount of their time interacting with the asset management field, frequently finding that much of this time is taken up by calls that are either unqualified, misplaced, or irrelevant. In response to this issue, a groundbreaking solution has been developed that effectively bridges the information gap, allowing asset managers to swiftly pinpoint the appropriate contacts, optimal timing, and pertinent discussion topics, thereby enabling wealth managers to concentrate on issues that genuinely matter to them. Fundpath has publicly pledged to achieve carbon neutrality in accordance with PAS 2060 standards and is also focused on fostering more efficient practices while reducing wasteful ones, which contributes to a decrease in the indirect carbon emissions of the industry. This forward-thinking strategy not only improves operational effectiveness but also resonates with the increasing demand for sustainable practices within the financial services sector. By prioritizing these initiatives, Fundpath is positioning itself as a leader in both asset management efficiency and environmental responsibility.

What is Addepar?

Addepar offers an all-encompassing solution for wealth management, emphasizing the integration of data, thorough analysis, and performance monitoring. This cutting-edge platform allows you to focus on what is truly important: cultivating strong relationships with your clients. By bringing together all financial accounts, Addepar provides a cohesive view of your clients' investment portfolios. Its top-tier analytics and reporting functions enable you to tailor insights and conversations for each client, strengthening lasting and reliable relationships. Clients benefit from secure, 24/7 access to their financial information from anywhere, enhancing their overall experience. Furthermore, you can effortlessly align back-office processes with our custom reporting tools. Take advantage of the expertise of our dedicated specialists to better understand your firm’s specific needs and ensure a seamless onboarding experience. To further support you, our user-friendly help center and online training materials are readily available. Addepar prioritizes security with advanced protections, such as role-based access restrictions and data encryption both in storage and during transmission, safeguarding your sensitive information. With these sophisticated features, you can manage and expand your clients' wealth with confidence, knowing their financial security is our top priority.

Media

Media

Integrations Supported

AgilLink
CloudQix
Everysk
HiddenLevers
MoneyGuide
Motileo
ORCA
Pontera
Practifi
RightCapital
Sage Intacct
Salesforce
Wealth.com

Integrations Supported

AgilLink
CloudQix
Everysk
HiddenLevers
MoneyGuide
Motileo
ORCA
Pontera
Practifi
RightCapital
Sage Intacct
Salesforce
Wealth.com

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Fundpath

Date Founded

2021

Company Location

United Kingdom

Company Website

www.fundpath.co.uk

Company Facts

Organization Name

Addepar

Date Founded

2009

Company Location

United States

Company Website

addepar.com/ria

Categories and Features

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Popular Alternatives

Popular Alternatives

Asora Reviews & Ratings

Asora

Asora Technologies
MoneyWare Reviews & Ratings

MoneyWare

Miles Software (EbixCash)