Addepar vs Nasdaq for Family Offices

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.
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addepar

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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nasdaq

Nasdaq for Family Offices

Category
Portfolio Management

Nasdaq for Family Offices helps family offices modernize their workstreams through unparalleled analytics & data-driven intelligence across all asset classes, without driving up staff costs.

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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

-


  • 500+


-


  • 1971


  • Owned by a larger corporation


  • United States of America


  • New York
  • Atlanta
  • Dallas
  • London
  • Edinburgh
  • Tacoma
  • Hong Kong
  • Charlottesville
  • Sydney
  • Jersey City


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Client
Focus

  • Single-family offices

Secondary focus

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

Number

  • 800+


  • Pensions
  • Foundations
  • Endowments
  • Family Offices
  • OCIOs
  • Financial Advisors
  • Sovereign Wealth
  • Funds
  • Superannuations
  • Insurers


  • Single-family offices
  • Multi-family offices
  • Independent financial advisors
  • Registered investment advisors
  • Fund managers
  • Banks


  • 1000+

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
  • Portfolio management
  • Risk management
  • Impact/ESG reporting


  • Data aggregation and management
  • Manager due diligence
  • Multi-asset class Portfolio analytics
  • Modelling future outcomes
  • Keeping shareholders informed
  • Focusing team resources
  • Centralized document management


  • Bankable assets
  • Private equity
  • Real estate


  • GPDR


-

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


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  • Several integrations are provided. Reach out if you are interested in learning about our integrations.


  • No