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
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SSC

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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Category

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.

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Company
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