Clockwork vs Addepar

You are looking for alternatives to Clockwork. 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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Clockwork

Category
Consolidated Reporting

Clockwork’s private investment management platform powers investors to centrally track alternatives and everything else. Our technology and team approach integrates investment content, email and documents alongside transaction data and siloed private information sources.

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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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Company
Employees

  • 11-50

Revenue

-

Founded

  • 2016

Incorporated

-

Locations

  • Charlottesville,
  • Montevideo and
  • Mexico City

Top 5 Markets

  • United States of America

Total AUM

  • $6 Billion

Avg. AUM per client

-

Ownership

  • Key staff also have ownership,
  • Clients are also owners


  • 800+


-


  • 2009


  • Owned by management
  • External investors
  • Key staff have ownership


  • United States of America


  • New York
  • Salt Lake City
  • Mountain View
  • Edinburgh
  • London


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


  • $4 trillion


-

Client
Focus

  • Single-family offices

Secondary focus

  • Individual wealth owners,
  • Single-family offices,
  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Fund managers


  • Single-family offices


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


  • 800+

Product
Main Tasks

  • Consolidated Reporting,
  • Data Aggregation,
  • Digital Due Diligence,
  • Investment platform

Top features

  • Digital Excellence,
  • Custom Reports

Assets supported

  • Art & Collectibles
  • Bankable or Financial Assets & Funds
  • Cash & Equivalents
  • Direct Private Equity
  • Equities
  • Fixed Income
  • Gold & Precious Metals
  • Hedge Funds
  • Infrastructure
  • Lifestyle Assets & Rare Collectibles
  • Private Debt
  • Private Equity
  • Private Equity & Direct Investments
  • Private Equity Funds
  • Real Estate
  • Venture Capital

Compliance

-

Whitelabel

  • Yes


  • Data aggregation
  • Portfolio management, forecasting & optimisation
  • Consolidated reporting
  • Ownership look-through
  • Trading & rebalancing


  • 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


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


  • FinSA/FinIA


  • Yes

Technology
Type Of Software

  • SAAS,
  • Serviced software

Ecosystem

-

Integrations

  • Xero,
  • Quickbooks

Mobile App

  • No

-


  • SaaS


  • Hosted on AWS
  • 2-factor authentication & single-sign-on (SSO)
  • Encrypted data in transit and at rest
  • SOC 2 Type 2 Certification


  • Java


  • 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


  • Yes (iOS)