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
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
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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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)
-
No
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