VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Wednesday, December 10, 2025

Tool Comparison

Addepar vs BizToc comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Addepar adds Wealth Management, Portfolio, Portfolio Accounting / Book of Record, Client & Investor Reporting, Alternatives / Capital Calls & Distributions, Householding & Multi-Entity, Client Portal & Mobile App, Fee Billing & Invoicing, Rebalancing & Trading, Model Portfolios & Sleeves, Data Visualizations, Tax Lots / Lot Optimization, and Broker Connectors coverage that BizToc skips.

BizToc includes News, and Reddit categories that Addepar omits.

BizToc keeps a free entry point that Addepar lacks.

In depth comparison

Addepar

addepar.com

Enterprise multi-product wealth & investment management platform used by RIAs, family offices, private banks and institutions to aggregate multi-asset, multi-entity portfolios and deliver portfolio accounting, analytics, trading, reporting and client portal experiences on a single data model. Capabilities such as Addepar Trading, Navigator, Alts Data Management, and premium market/benchmark feeds are licensed as separate modules or data packages, and the open API is available only to firms with an active Addepar subscription. Included vs premium market data feeds (e.g., ICE Pricing vs Private Fund Benchmarks) are explicitly labeled in the Integration Center.[0,7,8,9,10,11]

Platforms

WebMobileAPI

Pricing

Subscription

Quick highlights

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]
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.
Broad multi-asset security model supporting stocks, bonds, ETFs, mutual funds, closed-end funds, currencies, real estate, private funds, hedge funds, options, futures, digital assets and generic custom assets via rich model types.
Integrated market-data feeds including ICE end-of-day pricing for global equities, mutual funds, ETFs and related security types, plus FX rates, reference data, benchmarks, constituents and other datasets—some included with Addepar and others licensed as premium feeds.[9,10]

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BizToc

biztoc.com

Single‑page, real‑time business & finance news aggregator created by Thomas Marban and backed by Mark Cuban. Includes a chronological 'Wire', image‑driven 'Imagery' view, search, customizable grid, dark mode, RSS, an official REST API via RapidAPI, a ChatGPT plugin entry, and OpenBB integration.

Platforms

WebMobileDesktopAPI

Pricing

FreeSubscription

Quick highlights

‘Wire’ page: real‑time, chronological feed from ~top 100 U.S. business sites.
Homepage hubs for major publishers plus ‘Reddit Trending’, ‘X Trends’, and movers blocks.
‘Imagery’ (NewsWall): latest business news in pictures.
Customization: dark mode and configurable news grid; site‑wide search.
Distribution: RSS feed + iOS app (Designed for iPad/iPhone/Mac), Chrome extension.

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Where they differ

Addepar

Distinct strengths include:

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]
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.
Broad multi-asset security model supporting stocks, bonds, ETFs, mutual funds, closed-end funds, currencies, real estate, private funds, hedge funds, options, futures, digital assets and generic custom assets via rich model types.

BizToc

Distinct strengths include:

News Reddit

‘Wire’ page: real‑time, chronological feed from ~top 100 U.S. business sites.
Homepage hubs for major publishers plus ‘Reddit Trending’, ‘X Trends’, and movers blocks.
‘Imagery’ (NewsWall): latest business news in pictures.
Customization: dark mode and configurable news grid; site‑wide search.

Feature-by-feature breakdown

Attribute	Addepar	BizToc
Categories Which research workflows each platform targets	Shared: Data APIs, APIs & SDKs Unique: Wealth Management, Portfolio, Portfolio Accounting / Book of Record, Client & Investor Reporting, Alternatives / Capital Calls & Distributions, Householding & Multi-Entity, Client Portal & Mobile App, Fee Billing & Invoicing, Rebalancing & Trading, Model Portfolios & Sleeves, Data Visualizations, Tax Lots / Lot Optimization, Broker Connectors	Shared: Data APIs, APIs & SDKs Unique: News, Reddit
Asset types Supported asset classes and universes	Stocks, Bonds, ETFs, Mutual Funds, Closed-End Funds, Funds, Currencies, Private Funds, Real Estate, Options, Futures, Cryptos	Stocks, ETFs, Options, Futures, Bonds, Commodities, Currencies, Cryptos, Mutual Funds
Experience levels Who each product is built for	Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile, API	Web, Mobile, Desktop, API
Pricing High-level pricing models	Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique 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] 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. Broad multi-asset security model supporting stocks, bonds, ETFs, mutual funds, closed-end funds, currencies, real estate, private funds, hedge funds, options, futures, digital assets and generic custom assets via rich model types. Integrated market-data feeds including ICE end-of-day pricing for global equities, mutual funds, ETFs and related security types, plus FX rates, reference data, benchmarks, constituents and other datasets—some included with Addepar and others licensed as premium feeds.[9,10] Portfolio trading and rebalancing (Addepar Trading) uses aggregated Addepar data to align portfolios to target models and rebalance across accounts, households or entire books of business, with a drift-monitoring widget now available directly in dashboards for Trading clients.[0,13]	Unique ‘Wire’ page: real‑time, chronological feed from ~top 100 U.S. business sites. Homepage hubs for major publishers plus ‘Reddit Trending’, ‘X Trends’, and movers blocks. ‘Imagery’ (NewsWall): latest business news in pictures. Customization: dark mode and configurable news grid; site‑wide search. Distribution: RSS feed + iOS app (Designed for iPad/iPhone/Mac), Chrome extension. API: Official REST API on RapidAPI (base URL biztoc.p.rapidapi.com), with OpenBB integration; ChatGPT plugin link present on-site.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Addepar and BizToc both support?

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

Which tool offers a free plan?

BizToc offers a free entry point, while Addepar requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Addepar and BizToc?

Both Addepar and BizToc support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

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 BizToc stands out for ‘Wire’ page: real‑time, chronological feed from ~top 100 U.S. business sites., Homepage hubs for major publishers plus ‘Reddit Trending’, ‘X Trends’, and movers blocks., and ‘Imagery’ (NewsWall): latest business news in pictures..

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