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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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

  • 2002
Ownership

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

  • United States of America
Locations

  • Wilton
  • New York
  • Amsterdam
Top 5 Markets

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

  • $500 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

  • Banks
Serves also

  • Single-family offices
  • Multi-family offices
  • Financial advisors
  • Individual wealth owners
  • Wealth tech providers
Number

  • 140

  • Single-family offices

  • Multi-family offices
  • Individual wealth owners
  • Independent financial advisors
  • Registered investment advisors
  • Banks

  • 600
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
  • 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

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 (iOS)
Simple solutions for complex times.