Addepar

Addepar struggles to deliver a satisfactory user experience and this app is buggy and frustrating. The basic functionality (date range, portfolio/account selection, and valuation refresh) does not work reliably or intuitively so it is hard to simply select an account and then check the account value as of a given date. I suspect the programming team is either dysfunctional or is trying to do too much and has tried to add “bells and whistles” that also do not work resulting in an overall poor app. Addepar should get the basic features working reliably. Having a functional app is a critical component of the overall value proposition of the Addepar service.

It been a little frustrating since the pin # never works… but besides this the app works well..

It’s a great app, and the desktop web interface is fabulous. But more often than not, the load time for your portfolio post verification is interminable. It’s weird - occasionally snappy but very frequently just sit and spin. No error messaging, no way to diagnose, no improvement in this facet over the year I’ve been using it. Fix the delay / interminable wait, and I’ll love it.