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Compare · facts captured 2026-08-26

Ficary vs Addepar

Addepar is investment reporting and analytics for family offices. ficary is leftover honesty on a general ledger. Sourced from addepar.com/family-offices, 2026-08-26. Not an IBOR replacement.

Nominative comparison, not a partnership. Firm sales open when this suite is in the product. Tax prep stays last. ficary has not earned SOC 2, ISO 27001, or a HIPAA attestation. Nominative comparison only. No marquee-logo GTM. No distressed-reference case study.

Side by side

AxisAddeparficary
JobInvestment reporting / analytics for officesGL + leftover inbox + holdings as-of parse
LedgerInvestment book of record, not the operating GLficary is the financial book
PricesMarket/portfolio platform (their product)Snapshot only. Live ticker off until a named connector
PriceQuote. We will not invent an AUM feeOwner Free/Pro. Firm SKU unpublished

Choose Addepar when

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

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.

If you switch

Keep Addepar for the investment book. Map operating entities on Practice → Import. Do not treat ficary as a portfolio PMS.

Full Addepar migration guide

Isolation and private inference: Protected SKU. No earned SOC 2, ISO 27001, or HIPAA badge. No client stories and no unpublished seat prices.

Questions

Is ficary an Addepar alternative today?

No for the investment book of record. Addepar wins that job. ficary is the leftover inbox when operating entities should close here.

What does Addepar cost?

Their family-office page on 2026-08-26 does not print a seat. We will not invent an AUM number. Source: addepar.com/family-offices.

Sources

  • Addepar family offices · captured 2026-08-26

Also: Addepar alternatives · leave Addepar · ficary vs Range · ficary vs Rillet · ficary vs Planful · ficary vs Sage Intacct · all comparisons

Practice + books

The practice platform with a ledger underneath.

Google and Microsoft. As-of WIP. Realization. Fee caps. One close. Write us when you are ready to leave.

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fficary

ficary posts the obvious, collects what you invoice, and holds the leftovers for you. Owners and firms. Same books. Use at your own risk. Check every number against your own independent records.

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