Addepar vs SEI Wealth Platform
Addepar
addepar.comSEI Wealth Platform
seic.comSide by side
| Figure | Addepar | SEI Wealth Platform |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 1 | 1 |
| Spec score · Wealth Management | 8.2 (#4) | 7.5 (#10) |
| Spec score · Portfolio Management Software | 8.1 (#22) | 7.6 (#54) |
| Asset class coverage | multi_asset_alternatives | multi_asset |
| Integrations | Addepar offers prebuilt partner integrations and flexible APIs for connecting in-house and third-party systems. | SEI's developer portal describes APIs, secure file transfer, and SAML 2.0 single sign-on options for integrations. |
| Performance reporting | Yes | Yes |
| Support | Current clients are directed to contact their Client Success Manager or use Addepar Learn for client support. | SEI offers Platform certification and client accreditation through classroom and online learning programs. |
| What it does | Addepar is a data and AI platform that unifies financial data and streamlines workflows for investment professionals. | SEI Wealth Platform is an end-to-end wealth management solution that combines technology, operations outsourcing, and asset management across front-, middle-, and back-office services. |
Plans
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.
SEI Wealth Platform
SEI Wealth Platform has no write-up on Specifiction yet; its figures are above.