Addepar vs SS&C Private Capital Group Comparison

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Consolidated Reporting

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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SSC

SS&C Private Capital Group

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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Company
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+


$4.6m


1986


-


United States of America


  • Corporate Headquarters: Windsor
  • Hong Kong
  • Dubai
  • Singapore


  • States of America
  • United Kingdom
  • Canada
  • Ireland
  • Hong Kong


$2.6tr


$1.2B

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


18,000

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
  • Governance
  • Portfolio Management
  • Data Aggregation


  • Fully integrated, multi-currency portfolio management
  • Integrated reporting for multi-tiered ownership structures


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


-


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


  • SAAS
  • Serviced Software


-


  • Microsoft
  • SAP
  • Java
  • Adobe


-


No

Simple solutions for complex times.