Alternatives · facts captured 2026-08-26
Stay on Addepar when their win still matches the job. Look at ficary when you want practice management and books on one platform. Nominative comparison — not a partnership and not a client story.
Choose Addepar when investment reporting across funds and private assets is the reason you are shopping.
Portfolio reporting across complex holdings. If the investment book of record is the job, they already sell that.
Choose ficary when each entity’s GL, bills, and leftovers have to close — and holdings leftovers have to sit on the same as-of.
The operating books. A portfolio tile is not AP aging. Holdings here are a dated snapshot — missing rate is leftover, not $0. We do not invent live prices.
Isolation and private inference: Protected SKU. Category page without vendor keywords as the only strategy: practice management software. All comparisons.
Practice + books
Early access is a conversation on a live leftover. Invited testers still sign in. The public site does not open unattended firm signup.