SS&C Family Office Services vs Addepar Comparison

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

SS&C Family Office Services

Consolidated Reporting

America's SS&C Family Office Services, 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

$4.6 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

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 (iOS)

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SS&C Family Office Services vs Addepar Comparison

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