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
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Etops, family office software, portfolio management software, consolidated reporting software

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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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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Company
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

Simple solutions for complex times.