SS&C Private Capital Group vs Addepar Comparison

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SSC

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.

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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
History

–

About the owners and the team

–

Employees

  • 500+
Revenue

  • $4.6 million
Founded

  • 1986
Ownership

-

Incorporated

  • United States of America
Locations

  • Windsor
  • Hong Kong
  • Dubai
  • Singapore
Top 5 Markets

  • States of America
  • United Kingdom
  • Canada
  • Ireland
  • Hong Kong
Total AUM

  • $2.6 trillion
Avg. AUM per client

  • $1.2 billion

  • 800+

-


  • 2009

  • Owned by management
  • External investors
  • Key staff have ownership

  • United States of America

  • New York
  • Salt Lake City
  • Mountain View
  • Edinburgh
  • London

  • United States of America
  • Canada
  • Switzerland
  • Brazil
  • United Kingdom

  • $4 trillion

-

Client
Focus

  • Single-family offices
Serves also

  • Individual wealth owners
  • Multi-family offices
Number

  • 18,000

  • Single-family offices

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

  • 800+
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
  • Portfolio management, forecasting & optimisation
  • Consolidated reporting
  • Ownership look-through
  • Trading & rebalancing

  • Data aggregation & management
  • Portfolio analysis
  • Consolidated and bespoke reporting
  • Governance
  • Client portal
  • Multi-custodial feeds
  • Look-through for complex nested ownership structures
  • Consolidated net worth tracking across assets, accounts, custodians, geographies and currencies

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectables (luxury cars, boats, high-value jewelry)
  • Cryptocurrency

  • FinSA/FinIA

  • Yes
Technology
Type Of Software

  • SaaS
  • Serviced software
Security

-

Ecosystem

  • Microsoft
  • SAP
  • Java
  • Adobe
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.