sign inRSM vs Addepar Comparison
You are looking for alternatives to RSM. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
RSM Family Office Dashboard
Category
Consolidated Reporting
The US branch of the multinational company, RSM, offers a family office dashboard that combines industry-leading technology and advisors to increase clarity and transparency around wealth management. Family offices can gain a personalized, holistic and integrated view, alongside complete ownership and access to their data.
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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.
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Employees
500+
Revenue
$2.4B
Founded
1926
Ownership
Owned by management
Key staff also have ownership
Incorporated
United States
Locations
120+
Botswana
Australia
India
Austria
France
Georgia
Germany
Ukraine
United Kingdom
Argentina
Bolivia
Brazil
Top 5 Markets
Brazil
Hong Kong
Singapore
United States
United Kingdom
Total AUM
-
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
Multi family offices
UHNWIs
Number
505 SFO
34 MFO
- 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
Consolidated Reporting
Accounting
Portfolio Management
Risk Management
Top features
Access to Data
Transparency of Data
Ease of doing business
Single source of data
Alignment of multiple disciplines
Complex partnership tiering and allocation
Presentation of total wealth aggregation
Assets supported
Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Compliance
GDPR
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
SOC 1
SOC 2 certifications
Ecosystem
Microsoft
Integrations
25 API’s and are open to explore open integrations
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