DAPM vs SS&C Family Office Services

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DAPM - Dynamic Assets & Performance Monitoring SA

Category
Digital Assets & Currencies

Founded in 2002, we are leaders in wealth consolidation and supervision. Headquartered in Geneva, with offices in the US and Asia, we continue to drive innovation and excellence in the industry. With a unique blend of cutting-edge technology and deep financial expertise, we deliver unparalleled transparency and oversight for our clients.

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SSC

SS&C Family Office Services

Category
Consolidated Reporting

SS&C’s Family Office Services provides a comprehensive, customizable solution for back office operations including accounting, analytics, and reporting for single and multi-family offices. By leveraging SS&C’s solution, family offices can reduce cost and operational risk in every-day operations while enabling their staff to focus on higher-value activities. We deliver solutions to family offices for handling complex securities, sophisticated investment strategies, multi-tiered ownership structures, global investments, and increasing regulatory demands that characterize the market.

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Company
Employees

  • 100-500

Founded

  • 2002

Locations

  • Geneva,
  • Miami,
  • Singapore,
  • Lisbon,
  • London

Top 5 Markets

  • Singapore,
  • Switzerland,
  • United Arab Emirates,
  • United Kingdom,
  • United States of America

Total AUM

  • $ 200B

Ownership

  • Owned by management


  • 500+


  • $4.6 million


  • 1986


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  • 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

  • Individual wealth owners,
  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Pensions,
  • Endowments,
  • Foundations


  • Single-family offices


  • Individual wealth owners
  • Multi-family offices


  • 18,000

Product
Main Tasks

  • Consolidated Reporting,
  • Data Aggregation,
  • Digital Assets & Currencies,
  • Governance,
  • Impact & ESG,
  • Portfolio & Cost Analysis,
  • Real Estate,
  • Risk Management

Top features

  • Ability to Whitelabel,
  • Custom Development Service,
  • Custom Reports,
  • Digital Excellence,
  • Full Multi-Currency Support,
  • Mobile App,
  • Other Services,
  • Proven Agility,
  • Transparency

Assets supported

  • Alternatives,
  • Art & Collectibles,
  • Bankable or Financial Assets & Funds,
  • Cash & Equivalents,
  • Commercial,
  • Commodities,
  • Cryptocurrencies,
  • Developed Markets,
  • Developing Markets,
  • Digital Assets & Crypto Assets,
  • Commodities,
  • Equities,
  • Fixed Income,
  • Foreign Exchange,
  • Gold & Precious Metals,
  • Hedge Funds,
  • Infrastructure,
  • Insurance,
  • Lifestyle Assets & Rare Collectibles,
  • Music Royalty,
  • Private Debt,
  • Private Equity,
  • Private Equity & Direct Investments,
  • Private Equity Funds,
  • Real Estate,
  • REITS,
  • Residential,
  • Venture Capital,
  • Warehousing & Industrial

Whitelabel

  • Yes


  • 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,
  • Serviced software

Integrations

  • Single sign-on

Mobile App

  • Yes


  • SaaS
  • Serviced software


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  • Microsoft
  • SAP
  • Java
  • Adobe


-


No