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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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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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

  • $68 billion
Avg. AUM per client

-


  • 500+

-


  • 2009

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

  • United States of America

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

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

  • $3 trillion

-

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
  • Individual wealth owners
  • Independent financial advisors
  • Registered investment advisors
  • Banks

  • 600
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
  • Portfolio management
  • Consolidated reporting

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

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

  • FinSA/FinIA

  • 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 (iOS)
Simple solutions for complex times.