SS&C Family Office Services vs Asset Vantage 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
Category
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.
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Based in the USA, Asset Vantage offers an intelligent technology platform leveraging integrated performance reporting and general ledger technology. Providing a consolidated view of the family office's entire net worth, Asset Vantage is a tool for single family offices, multi family offices and CPA firms to gain a holistic view of financial health.
Read moreCompany
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
Client
Focus
- Single-family offices
Serves also
- Individual wealth owners
- Multi-family offices
Number
- 18,000
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
Technology
Type Of Software
- SaaS
- Serviced software
Security
-
Ecosystem
- Microsoft
- SAP
- Java
- Adobe
Integrations
-
Mobile App
No