Addepar vs Majlis
Addepar
addepar.comMajlis
lithyos.comSide by side
| Figure | Addepar | Majlis |
|---|---|---|
| Price from | — | $2,500/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 1 | 3 |
| Spec score · Family Office Software | 8.2 (#3) | 7.2 (#20) |
| Headquarters | New York City, New York, United States | Dubai, United Arab Emirates |
| Integrations | Addepar offers prebuilt partner integrations and flexible APIs for connecting in-house and third-party systems. | Majlis lists more than 100 direct bank integrations, multi-custodian aggregation, market data, compliance, payments, alternative investment and travel and lifestyle connections. |
| Security | The 2024–2025 SOC 3 report states that controls for the Analytics & Reporting and Navigator platforms were effective during July 1, 2024 through August 31, 2025 against applicable trust services criteria for security, confidentiality and privacy. | The site describes AES-256 encryption at rest, TLS 1.3 in transit, multi-factor authentication, trusted device management and tamper-proof audit logs. |
| Support | Current clients are directed to contact their Client Success Manager or use Addepar Learn for client support. | Essentials includes email support; Professional includes priority support and onboarding; Enterprise includes a dedicated account manager. |
Plans
Majlis
- Essentials$2,500 a month
- Professional$5,000 a month
- EnterprisePriced on request
In their own words
Addepar
Addepar is a data and AI platform for investment professionals that brings financial data together and streamlines workflows. It models public and private assets for portfolio analysis across multiple asset classes, including alternatives. Users can build analytics and dashboards, model client and asset ownership structures, and review performance, allocation, risk, and tax lots. Reporting can be personalized, with workflows for generating and distributing reports. A branded client portal gives clients a live view of net worth and portfolio changes through web or mobile access. Fee management supports complex schedules, exclusions, and valuation methods, with underlying data available to audit calculations. AI-assisted parsing captures alternatives data for viewing alongside traditional assets. Prebuilt partner integrations and flexible APIs connect other systems; APIs also support data access, workflow automation, and extensions. Addepar is a hosted web-based service, with Android, iOS, web, and API platforms listed. Pricing is on request. It serves wealth managers, banks, family offices, fund managers, and institutional allocators.