RSM 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
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RSM

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

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

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

-


  • 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

Multi family offices
UHNWIs

Number

505 SFO
34 MFO


  • Single-family offices

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

  • 600
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
  • 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

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 (iOS)
Simple solutions for complex times.