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Etops vs Addepar Comparison
You are looking for alternatives to Etops. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
Etops
Category
Consolidated Reporting
Switzerland-based Etops offers outsourced services for all back-and mid-office tasks. The combination of electronic interfaces based on a unique machine-learning parser technology developed by Etops, which reads and processes bank statements and booking confirmations, ensures a high proportion of custodian bank coverage
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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.
Read moreCompany
Employees
50-100
Revenue
-
Founded
2010
Ownership
- Owned by management
- External investors
Incorporated
Switzerland
Locations
- Altendorf
- Zurich
- Bratislava
- Lviv
Top 5 Markets
- Germany
- Liechtenstein
- Luxembourg
- Switzerland
- France
Total AUM
$68bn
Avg. AUM per client
-
100-500
-
2009
- Owned by management
- Key staff also have ownership
- External investors
United States
- New York
- Salt Lake City
- Mountain View
- United States
- Canada
- Switzerland
- Brazil
- United Kingdom
$2tr
-
Client
Focus
- Single-Family Offices
Serves also
- Individual Wealth Owners,
- Multi-Family Offices
- Independent Advisors
- Fund managers
- Banks
Number
+70
- Single-family offices
- Multi-family offices
- UHNW Individuals
- Private Banks
- Broker-Dealers
- Registered Investment Advisors (RIAs – US)
- Asset Managers
+400
Product
Main tasks
- Consolidated Reporting
- CRM
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio Management
- Trading (orders only)
- Data Aggregation
- Risk Management
- Impact/ESG Reporting
Top features
- Consolidated reporting
- Regulatory compliance
- Comprehensive portfolio analytics
- Risk management
- Private equity & non-bankable reporting
- Sustainability analytics & ESG reporting
- Interactive dashboards
- Attractive mobile apps
- Workflow management
- Ecosystem with intelligent marketplace
- Compliance (MiFID II, GDPR, UCITS, AIFMD)
Assets supported
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewellery)
Compliance
-
Whitelabel
Yes
- Data Aggregation & Management
- Portfolio Analysis
- Consolidated Reporting
- Governance
- 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
- Bankable Assets
- Private Equity
- Hedge Funds
- Real Estate
- Fixed Income
- Equities
- Private Direct Company
- Rare Collectables (luxury cars, boats, high-value jewelery)
-
No
Technology
Type Of Software
- Serviced Software
- SAAS
- Fully Standalone
Security
- Encryption
- Hosting in secure IT centers
- Access control
- 2-factor-authentication
- Anonymization
- User rights management
Ecosystem
Microsoft
Integrations
-
Mobile App
Yes (iOS & Android)
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
