Addepar vs Asset Allocation Interactive (AAI) comparison

Both platforms cover Portfolio, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Asset Allocation Interactive (AAI) offers a free entry point, while Addepar requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Addepar ships a dedicated mobile experience, while Asset Allocation Interactive (AAI) focuses on web or desktop access.

Addepar differentiates itself with Multi-product web and data platform for wealth managers, family offices, private banks and institutions, aggregating “every ownable asset” across 50+ markets worldwide into a single source of truth for even the most complex portfolios., Comprehensive, customizable portfolio reporting and dashboards that can combine any asset class or currency, with drag-and-drop templates, firm-branded layouts and client-ready visualizations for different stakeholder audiences.[1,15], and Data aggregation from custodians such as Fidelity and Schwab plus leading market data providers, with the option to manually manage holdings so private investments like real estate and private equity can be viewed alongside publicly traded securities., whereas Asset Allocation Interactive (AAI) stands out for Long-term capital market expectations tool with model portfolios; users can create, save, and blend customized portfolios., Updated monthly; covers expected returns for more than 140 assets converted into six global currencies., and Two expected-return models: valuation-dependent and yield-and-growth; forecasts use a 10-year horizon and are shown as annualized geometric averages..