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
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.
Read more
SS&C Private Capital Group
Category
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.
Read moreCompany
History
RSM US LLP traces its history to 1926, when Ira B. McGladrey started his own accounting firm in Cedar Rapids, Iowa. The I.B. McGladrey Company was formed when McGladrey purchased a seven-person office from his employers, Billings, Prouty and Tompkins.
About the owners and the team
The company is led by Joe Adams, Managing Partner and Chief Executive Officer.
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
No
- SaaS
- Serviced software
-
- Microsoft
- SAP
- Java
- Adobe
-
No
