WealthSpectrum vs SS&C Family Office Services

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WealthSpectrum

WealthSpectrum

Category
Accounting

WealthSpectrum acts as all-in-one platform designed to streamline and automate complex investment management needs of UHNW families. With advanced features for investment management, reporting, and analytics, we help wealth owners preserve and grow wealth with continuous monitoring and tracking.

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SSC

SS&C Family Office Services

Category
Consolidated Reporting

SS&C’s Family Office Services provides a comprehensive, customizable solution for back office operations including accounting, analytics, and reporting for single and multi-family offices. By leveraging SS&C’s solution, family offices can reduce cost and operational risk in every-day operations while enabling their staff to focus on higher-value activities. We deliver solutions to family offices for handling complex securities, sophisticated investment strategies, multi-tiered ownership structures, global investments, and increasing regulatory demands that characterize the market.

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Company
Employees

  • 50-100

Revenue

-

Founded

  • 1990

Incorporated

-

Locations

  • India

Top 5 Markets

  • India,
  • Singapore,
  • United Arab Emirates,
  • Mauritius,
  • Ireland

Total AUM

  • 300B+

Avg. AUM per client

-

Ownership

  • Owned by management


  • 500+


  • $4.6 million


  • 1986


-


  • United States of America


  • Windsor
  • Hong Kong
  • Dubai
  • Singapore


  • States of America
  • United Kingdom
  • Canada
  • Ireland
  • Hong Kong


  • $2.6 trillion


  • $1.2 billion

Client
Focus

  • Investment & Financial Advisors (RIAs/IFAs)

Secondary focus

  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Fund managers,
  • Custodians,
  • Banks,
  • Brokerages

-


  • Single-family offices


  • Individual wealth owners
  • Multi-family offices


  • 18,000

Product
Main Tasks

  • Advisors,
  • Asset Managers,
  • Consolidated Reporting,
  • Investment Platform,
  • Portfolio & Cost Analysis

Top features

  • Full Multi-Currency Support,
  • Mobile App,
  • Ability to Whitelabel,
  • Custom Reports

Assets supported

  • Alternatives,
  • Cash & Equivalents,
  • Commodities,
  • Developed Markets,
  • Equities,
  • Developing Markets,
  • Direct Private Equity,
  • Fixed Income,
  • Hedge Funds,
  • Private Debt,
  • Private Equity,
  • Private Equity Funds,
  • Venture Capital

Compliance

-

Whitelabel

  • Yes


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


  • Fully integrated, multi-currency portfolio management
  • Integrated reporting for multi-tiered ownership structures


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


-


Yes

Technology
Type Of Software

  • SAAS

Ecosystem

-

Integrations

  • Office 365 SSO,
  • CRM,
  • Sales Force

Mobile App

  • Yes

-


  • SaaS
  • Serviced software


-


  • Microsoft
  • SAP
  • Java
  • Adobe


-


No