Financial Gravity Client Portal Addepar Overview
Financial Gravity provides our clients with an investor portal called “Addepar.” Addepar provides access to view their account holdings, balance, allocation and performance reports. Portfolio dashboard where you can view your investments, and access your Financial Foundation reports.
Addepar Client Login link
https://financialgravity.addepar.com
Addepar Client Portal Overview Video
Addepar Client Portal Document
Addepar Client Portal Overview Video
Sample - Welcome to Addepar Client Invite
Addepar Sample Email Notification
This will be sent out monthly to all FGAM clients. We run monthly performance reports. This is the notification you will receive monthly letting our clients know the report is ready to view.
