Addepar vs Etops Comparison

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Addepar

Category
Consolidated Reporting

Based in the USA, Addepar is a wealth management platform that infuses complex financial information with transparency. By connecting data, technology and people, it facilitates informed decisions through actionable insights and tailored reporting allows multi-generational family offices to achieve their objectives.

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Etops, family office software, portfolio management software, consolidated reporting software

Etops

Category
Consolidated Reporting

Switzerland based Etops offers outsourced services for all back-and mid-office tasks. The combination of electronic interfaces based on a unique machine-learning parser technology developed by Etops, which reads and processes bank statements and booking confirmations, ensures a high proportion of custodian bank coverage.

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Company
Employees

  • 800+
Revenue

-

Founded

  • 2009
Ownership

  • Owned by management
  • External investors
  • Key staff have ownership
Incorporated

  • United States of America
Locations

  • New York
  • Salt Lake City
  • Mountain View
  • Edinburgh
  • London
Top 5 Markets

  • United States of America
  • Canada
  • Switzerland
  • Brazil
  • United Kingdom
Total AUM

  • $4 trillion
Avg. AUM per client

-


  • 50-100

-


  • 2010

  • Owned by management
  • External investors

  • Switzerland

  • Altendorf
  • Zurich
  • Bratislava
  • Lviv

  • Germany
  • Liechtenstein
  • Luxembourg
  • Switzerland
  • France

  • $68 billion

-

Client
Focus

  • Single-family offices
Secondary focus

  • Multi-family offices
  • Individual wealth owners
  • Independent financial advisors
  • Registered investment advisors
  • Banks
Number

  • 800+

  • Single-family offices

  • Individual wealth owners,
  • Multi-family offices
  • Independent advisors
  • Fund managers
  • Banks

  • 70+
Product
Main tasks

  • Data aggregation
  • Portfolio management, forecasting & optimisation
  • Consolidated reporting
  • Ownership look-through
  • Trading & rebalancing
Top features

  • Data aggregation & management
  • Portfolio analysis
  • Consolidated and bespoke reporting
  • Governance
  • Client portal
  • Multi-custodial feeds
  • Look-through for complex nested ownership structures
  • Consolidated net worth tracking across assets, accounts, custodians, geographies and currencies
Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectables (luxury cars, boats, high-value jewelry)
  • Cryptocurrency
Compliance

  • FinSA/FinIA
Whitelabel

  • Yes

  • Consolidated Reporting
  • CRM
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio management
  • Trading (orders only)
  • Data aggregation
  • Risk management
  • Impact/ESG reporting

  • Consolidated reporting
  • Regulatory compliance
  • Comprehensive portfolio analytics
  • Risk management
  • Private equity & non-bankable reporting
  • Sustainability analytics & ESG reporting
  • Interactive dashboards
  • Attractive mobile apps
  • Workflow management
  • Ecosystem with intelligent marketplace
  • Compliance (MiFID II, GDPR, UCITS, AIFMD)

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewellery)

-


  • Yes
Technology
Type Of Software

  • SaaS
Security

  • Hosted on AWS
  • 2-factor authentication & single-sign-on (SSO)
  • Encrypted data in transit and at rest
  • SOC 2 Type 2 Certification
Ecosystem

  • Java
Integrations

  • CRM: Salesforce, Practifi, Salentica
  • Trading & rebalancing: RedBlack, Blaze
  • ALTs data management: PCR, Canoe, Strata
  • Financial planning: eMoney, MoneyGuide Pro, Libretto
  • Risk management: RCI, Hidden Levers, Jacobi
  • General ledger: QuickBooks, Sage
  • Custodial portals: Fidelity, Schwab, Pershing
  • UMA/SMA: Adhesion
  • Custom integrations: Addepar API Toolkit
Mobile App

  • Yes (iOS)

  • Serviced software
  • SAAS
  • Fully standalone

  • Encryption
  • Hosting in secure IT centers
  • Access control
  • 2-factor-authentication
  • Anonymization
  • User rights management

  • Microsoft

-


  • Yes (iOS & Android)
Simple solutions for complex times.