VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 31, 2026
Tool Comparison
Addepar vs Open Payments (CMS) comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
At a glance
| Addepar | Open Payments (CMS) | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | — |
| Enterprise option | ||
| Available plans | Platform (SaaS) | Free |
Vote sentiment comparison
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Platform details
| Attribute | Addepar | Open Payments (CMS) |
|---|---|---|
Asset types | StocksBondsETFsMutual FundsClosed-End FundsFundsCurrenciesPrivate FundsReal EstateOptionsFuturesCryptos | Other |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Data freshness | End of Day | End of Day |
API access | REST | REST |
Export formats | JSONPDF | CSVJSON |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Addepar only.
Categories covered by Open Payments (CMS) only.
Frequently Asked Questions
What's the difference between Addepar and Open Payments (CMS)?
Addepar focuses on Wealth Management, Portfolio, and Portfolio Accounting / Book of Record while Open Payments (CMS) specializes in Data APIs, APIs & SDKs, and Data Visualizations. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
Is Addepar or Open Payments (CMS) free to use?
Open Payments (CMS) offers a free tier that lets you get started without paying, while Addepar requires a subscription. If budget is a concern, start with Open Payments (CMS) and upgrade later if you need more advanced features.
Which is better for beginners—Addepar or Open Payments (CMS)?
Open Payments (CMS) is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use Addepar or Open Payments (CMS) on my phone?
Addepar has a mobile app so you can check your research on the go. Open Payments (CMS) is web-only, so you'll need a browser to access it from mobile devices.
Do Addepar and Open Payments (CMS) have APIs?
Yes, both platforms offer API access for developers and quants who want to build custom integrations or automate their workflows.
Should I choose Addepar or Open Payments (CMS)?
Choose Addepar if you need 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., and 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]. Go with Open Payments (CMS) if Three core datasets each year: General Payments, Research Payments, and Ownership/Investment Interests., and Web search/explorer with filtering and charts; program year downloads available from the portal. better fits how you invest.
What asset classes do Addepar and Open Payments (CMS) cover?
Both cover common asset types. Addepar also includes Stocks, Bonds, ETFs, Mutual Funds, Closed-End Funds, Funds, Currencies, Private Funds, Real Estate, Options, Futures, and Cryptos. Open Payments (CMS) adds coverage for Other.
Can I export data from Addepar and Open Payments (CMS)?
Open Payments (CMS) supports data exports to CSV, and JSON. Addepar has more limited export options.
Can Addepar or Open Payments (CMS) connect to my broker?
Addepar connects with brokers for portfolio syncing. Open Payments (CMS) requires manual portfolio entry or data import.
Can I track my portfolio with Addepar or Open Payments (CMS)?
Addepar offers portfolio tracking features. Open Payments (CMS) is more focused on research and analysis.
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These profiles share overlapping coverage with both sides of this matchup.
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.