SS&C Private Capital Group vs Addepar Comparison

You are looking for alternatives to SS&C Private Capital Group. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys

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.

Addepar

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.

Employees

500+

Revenue

$4.6m

Founded

1986

Ownership

Incorporated

United States of America

Locations

Corporate Headquarters: Windsor
Hong Kong
Dubai
Singapore

Top 5 Markets

States of America
United Kingdom
Canada
Ireland
Hong Kong

Total AUM

$2.6tr

Avg. AUM per client

$1.2B

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

Individual Wealth Owners
Multi-Family Offices

Number

18,000

Single-family offices
Multi-family offices
UHNW Individuals

Private Banks
Broker-Dealers
Registered Investment Advisors (RIAs – US)
Asset Managers

+400

Product

Main tasks

Accounting
Consolidated Reporting
Governance
Portfolio Management
Data Aggregation

Top features

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

Assets supported

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

Compliance

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)

Technology

Type Of Software

SAAS
Serviced Software

Security

Ecosystem

Microsoft
SAP
Java
Adobe

Integrations

Mobile App

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

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SS&C Private Capital Group vs Addepar Comparison

You are looking for alternatives to SS&C Private Capital Group. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys