Addepar vs IMS
AddeparInvestment Portfolio Management
CustomPublished price
IMSReal Estate Investment Software
CustomPublished price
Addepar Investment Portfolio Management Don't manage your data, activate it | IMS Real Estate Investment Software Unlock the potential of your commercial and real estate investments | |
|---|---|---|
| Overview | ||
| Category | Investment Portfolio Management | Real Estate Investment Software |
| What it is | Wealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and family offices. | Real estate investment management software for fund managers covering accounting, investor reporting, and waterfall calculations. |
| Pricing | ||
| Published price | Custom No self-serve pricing; AUM-based, quote-only. Third-party sources (Sacra, RFP.wiki) report ~0.008%-0.03% of AUM annually, higher rates for firms under $350M AUM, with a ~$50,000/y… | Custom IMS (now RealPage IMS / Investor Management Services) does not publish pricing; it uses a custom enterprise quote based on number of investors, assets, and features. Pricing is re… |
| Pricing model | Custom quote | Custom quote |
| Free options | No free plan · No free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2009 | 2005 |
| Team size | 501-1000 employees | 51-200 employees |
| Headquarters | Mountain View, CA | Irvine, CA |