PCR vs Addepar Comparison

You are looking for alternatives to PCR. 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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PCR

PCR

Category
Data Aggregation

America's PCR combines over two decades of experience and technology to help family offices achieve data independence. By streamlining how their sensitive investment data is aggregated, managed, and used in reporting and other operations, they are able to automate the many complexities of family wealth management.

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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

2002

Ownership

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

Incorporated

United States

Locations

  • Wilton
  • New York
  • Amsterdam

Top 5 Markets

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

Total AUM

$500B

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

Banks

Serves also

  • Single-Family Offices
  • Multi family offices
  • Financial advisors
  • UHNWIs
  • Wealth Tech Providers

Number

140


  • Single-family offices
  • Multi-family offices
  • UHNW Individuals


  • Private Banks
  • Broker-Dealers
  • Registered Investment Advisors (RIAs – US)
  • Asset Managers


+400

Product
Main tasks

  • Data Aggregation
  • Data Management
  • Data Warehouse

Top features

  • Digital Consent safely streamlines authorization
  • 500+ Feed Sources and any statement source
  • Automated Statement/Capital Call/Distribution processing
  • Accounting-based approach delivers analytic ready data
  • Pre-packaged integrations stream data into your accounting, reporting and other systems
  • Ground-breaking privacy tech ensures your data is safe
  • Full-transparency and control through online portal monitoring tools.

Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high value jewelry)
  • Business Interests
  • Hedge Funds

Compliance

  • GDPR
  • PSD2

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

SaaS

Security

  • Pseudonymized Architecture separates personally identifying information from investment data
  • GDPR compliant processing
  • SOC-2 compliance
  • Best practices security management, encryption and data handling

Ecosystem

Microsoft

Integrations

  • AllVue
  • Tamarac
  • Addepar
  • Private Wealth Systems
  • Risclarity
  • Asset Vantage
  • Black Diamond
  • Orion
  • GRMA
  • HWA
  • Datafaction
  • Finartis
  • D1G1T
  • Salesforce
  • 10+ other private labels.

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

Simple solutions for complex times.