RSM vs SS&C Private Capital Group 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

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.

SS&C Private Capital Group

Consolidated Reporting

America's SS&C Private Capital Group, delivers fully-integrated multi-currency portfolio management, financial and partnership accounting solutions to single and multi-family offices to serve their complex needs. Their software eliminates the cost, risk and time of integrating disparate systems.

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+

$4.6 million

1986

United States of America

Windsor
Hong Kong
Dubai
Singapore

States of America
United Kingdom
Canada
Ireland
Hong Kong

$2.6 trillion

$1.2 billion

Client

Focus

Single family offices

Serves also

Multi family offices
UHNWIs

Number

505 SFO
34 MFO

Single-family offices

Individual wealth owners
Multi-family offices

18,000

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

Accounting
Consolidated reporting
Governance
Portfolio management
Data aggregation

Fully integrated, multi-currency portfolio management
Integrated reporting for multi-tiered ownership structures

Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

Yes

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

SaaS
Serviced software

Microsoft
SAP
Java
Adobe

Simple solutions for complex times.

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RSM vs SS&C Private Capital Group 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

SS&C Private Capital Group

Category

Consolidated Reporting

Company

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Client

Focus

Serves also

Number

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

Simple solutions for complex times.

Reads

Experts

Companies

RSM vs SS&C Private Capital Group 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

SS&C Private Capital Group

Category

Consolidated Reporting

Company

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Client

Focus

Serves also

Number

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

Simple solutions for complex times.