SS&C Private Capital Group vs Asset Vantage 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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Asset Vantage, family office software, portfolio management software, consolidated reporting software

Asset Vantage

Category
Consolidated Reporting

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
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

  • 50-100

-


  • 2011

  • Owned by management
  • External investors

  • United States of America

  • Stamford
  • Mumbai
  • Pune

  • United States of America
  • India
  • United Arab Emirates
  • Saudi Arabia
  • Australia/New Zealand

-


  • $125 million+
Client
Focus

  • Single-family offices
Serves also

  • Individual wealth owners
  • Multi-family offices
Number

  • 18,000

  • Single-family offices

  • Individual wealth owners
  • Multi-family offices
  • Financial advisors
  • Accounting firms
  • Trust companies
  • Banks & institutions

  • 200+ SFOs
  • 10 MFOs
  • 10 CPAs
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


  • Accounting
  • Consolidated reporting
  • Portfolio management
  • Data aggregation
  • Document management

  •  Consolidated view across all liquid and illiquid asset classes & entity structures
  • Multi-period performance & benchmarking
  • Partnership accounting and entity look-through
  • Global listed equities & fixed income traded asset pricing
  • Integrated general ledger
  • Consolidating & multi-period balance sheet & trial balance
  • Consolidating & multi-period income statement
  • Capital flow reporting
  • Fully configurable & exportable widget dashboard across performance reporting
  • Custodian transactions sync & reconciliation
  • Document vault
  • Check Writing
  • User permissions & entitlements
  • Transparent pricing

  • Bankable assets
  • Private equity
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
  • Real estate
  • Derivatives

  • GDPR

  • Yes
Technology
Type Of Software

  • SaaS
  • Serviced software
Security

-

Ecosystem

  • Microsoft
  • SAP
  • Java
  • Adobe
Integrations

-

Mobile App

No


  • SaaS
  • Serviced Software

  • TLS (HTTPS) end to end
  • Unique client URLs tied to a VPN
  • Encryption for data at rest
  • Partners for VAPT
  • Unique database and URL

  • Linux

  • Integrations will be applicable from 2022

  • Yes
Simple solutions for complex times.