Addepar vs SS&C Private Capital Group Comparison
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
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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SEI – Archway Platform℠
Category
Consolidated Reporting
America's SS&C Private Capital Group, delivers fully-integrated multi-currency portfolio management, financial and partnership accounting solutions to single and multi-family offices to serve their complex needs. Their software eliminates the cost, risk and time of integrating disparate systems.
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Employees
100-500
Revenue
-
Founded
2009
Ownership
- Owned by management
- Key staff also have ownership
- External investors
Incorporated
United States
Locations
- New York
- Salt Lake City
- Mountain View
Top 5 Markets
- United States
- Canada
- Switzerland
- Brazil
- United Kingdom
Total AUM
$2tr
Avg. AUM per client
-
500+
$1.65b
1968
Owned by a larger corporation
United States of America
- Indianapolis
- Denver
- Chicago
- San Francisco
- Malvern
- Oaks
- New York
- Toronto
- Hong Kong
- Dublin
- Johannesburg
- London
- New Delhi
- States of America
- United Kingdom
$375b*
*Assets on the Archway Platform
$+1b**
**Based on users of the Archway Platform
Client
Focus
- Single-family offices
- Multi-family offices
- UHNW Individuals
Serves also
- Private Banks
- Broker-Dealers
- Registered Investment Advisors (RIAs – US)
- Asset Managers
Number
+400
Single-Family Offices
- Individual Wealth Owners
- Multi-Family Offices
- Financial advisors
- Fund managers
- Banks
225
Product
Main tasks
- Data Aggregation & Management
- Portfolio Analysis
- Consolidated Reporting
- Governance
Top features
- Data Aggregation
- Portfolio Analysis
- Multi-Currency-Mulit-Asset Class Modeling
- Ownership Structure Modeling
- Customized Reporting
- Client Portal
- Mobile and Tablet apps
- File and Document Management
- Alternatives Marketplace
Assets supported
- Bankable Assets
- Private Equity
- Hedge Funds
- Real Estate
- Fixed Income
- Equities
- Private Direct Company
- Rare Collectables (luxury cars, boats, high-value jewelery)
Compliance
-
Whitelabel
No
- Accounting
- Consolidated Reporting
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio Management
- Data Aggregation
- Ownership Look-Through
- Customizable chart of accounts
Flexible, automated multi-level reporting including financial statements, allocation, holdings, performance and risk reports - Partnership, investment and corporate accounting
- Look-through for complex nested ownership structures
- Cash management including transfers and gifting
- Consolidated net worth tracking across assets, accounts, custodians, geographies and currencies
- Alternative investment tracking and reporting
- Accounts payable including bill payment
- Flexible delivery options (SaaS, Outsourced, Hybrid)
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- Hedge Funds
- Fixed Income
- Derivatives
- Personal Assets
- Operating Companies
Highly configurable application to support multiple regulatory compliance frameworks
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
- Serviced Software
- SAAS
-
Proprietary
- Data enrichment sources
- Banks custodians
- brokerage firms
- Order management systems
- Data warehouses
- Pricing sources
- Third party data aggregators
- CRM systems
- Industry-specific software (oil & gas, property management, manufacturing, etc.)
- Tax software
- Financial planning tools
Yes