Addepar vs Hemonto
You are looking for alternatives to Addepar. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
Addepar
Category
Consolidated Reporting
A wealth management platform that infuses transparency into complex financial information across functions and reporting, Addepar connects data, family office technology and people. The solution is designed to assist in achieving multi-generational family objectives by facilitating informed decisions through actionable insights and tailored reporting.
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Hemonto
Category
Consolidated Reporting
Denmark-based Hemonto, delivers state-of-the-art consolidated financial reporting through their platform and their permanent team of experts. They ensure that data accuracy and services can be tailored to customized reporting needs without compromising data integrity, enabling real-time and verifiable data to be the basis for financial decisions.
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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
-
- 11-50
-
- 2006
- Owned by management
- Clients are also owners
- Denmark
- Aarhus
- Copenhagen
- Oslo
- Denmark
- Germany
- Norway
- Switzerland
- United Kingdom
-
- $30 billion+
Client
Focus
- Single-family offices
Secondary focus
- Multi-family offices
- Individual wealth owners
- Independent financial advisors
- Registered investment advisors
- Banks
Number
- 800+
- Single- and multi-family offices
- Individual wealth owners
- Financial advisors
- Banks
- 100+
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
- Accounting
- Consolidated reporting
- Governance
- Portfolio management
- Data aggregation
- Risk management
- Impact/ESG reporting
- Data management
- Bespoke reporting
- Cost controlling
- Benchmarking
- Dataset as a service
- Consolidated performance reporting
- Accounting and administration
- Consolidated risk and exposure reporting
- Bespoke consolidated reporting
- Private equity reporting
- ESG screening
- Costs analysis
- Extended monitoring of costs and compliance
- Dynamic customer portal with business-intelligence tools
- Hemonto App
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- MiFID II
- GDPR
- 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)
- SaaS
- Serviced Software
- Azure multi-factor authentication
- ISAE 3402-II control report can be forwarded on request
- Microsoft
- Office 365 Security integration
- Integration to ERP systems
- Microsoft Power
- BIExcel
- Yes
