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
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addepar

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

  • 500+
Revenue

-

Founded

  • 2009
Ownership

  • Owned by management
  • External investors (neither clients nor staff)
Incorporated

  • United States of America
Locations

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

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

  • $3 trillion
Avg. AUM per client

-


  • 500+

  • $4.6 million

  • 1986

-


  • United States of America

  • Windsor
  • Hong Kong
  • Dubai
  • Singapore

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

  • $2.6 trillion

  • $1.2 billion
Client
Focus

  • Single-family offices
Secondary focus

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

  • 600

  • Single-family offices

  • Individual wealth owners
  • Multi-family offices

  • 18,000
Product
Main tasks

  • Data aggregation
  • Portfolio management
  • Consolidated reporting
Top features

  • Data aggregation & management
  • Portfolio analysis
  • Consolidated reporting
  • Governance
  • Client portal
Assets supported

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

  • FinSA/FinIA
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 (iOS)

  • SaaS
  • Serviced software

-


  • Microsoft
  • SAP
  • Java
  • Adobe

-


No

Simple solutions for complex times.