Allvue Systems vs Black Diamond Comparison
You are looking for alternatives to Allvue Systems. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
Allvue Systems
Category
Accounting
Allvue’s accounting, monitoring and reporting solutions offer a flexible, customized solution to support families of any size or structure. With some of the most complex relationship and reporting needs in the industry, Family Offices often struggle with finding the right technology to support multi-generational investing structures. Allvue’s accounting, deal tracking and reporting solutions offer a flexible, customized solution to support families of any size or structure. In fact, Allvue provides accounting, monitoring and reporting solutions to some of the world's most prominent families.
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Black Diamond
Category
Consolidated Reporting
USA-based, the Black Diamond Wealth Platform offers a cloud-based solution encompassing accounting, consolidated reporting, compliance, portfolio management, trading and data aggregation. Complete with performance reporting, portfolio rebalancing and an immersive client portal, the platform connects to a vast ecosystem of smart integrations.
Read moreCompany
Employees
500+
Revenue
-
Founded
September 2019
Ownership
-
Incorporated
United States of America
Locations
Miami
Chicago
New York
San Diego
Boston
London
Kyiv
Rotterdam
Top 5 Markets
Canada
United States of America
United Kingdom
Total AUM
-
Avg. AUM per client
-
- 500+
- $4.633 million
- 2003
- Owned by a larger corporation
- United States of America
- Jacksonville
- Florida
- New York
- San Francisco
- California
- United States of America
- $1.9 trillion
- $1.2 billion
Client
Focus
Fund managers
Serves also
Single family offices
Multi family office
Number
-
- Independent financial advisors
- Single-family offices
- Multi-family offices
- Independent financial advisors
- Registered investment advisors
- +1.800 firms
Product
Main tasks
Accounting
CRM
Top features
-
Assets supported
-
Compliance
-
Whitelabel
-
- Accounting
- Consolidated reporting
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio management
- Trading (execution on platform)
- Trading (orders only)
- Data aggregation
- User interface
- End client experience (client portal)
- Data quality/data integrity
- Exceptional service model
- Billing
- Trading/rebalancing
- Sophisticated report output
- Business intelligence
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- RCI
- SmartRIA
- Yes
Technology
Type Of Software
SaaS
Security
-
Ecosystem
Microsoft
Integrations
-
Mobile App
-
- Serviced Software
- SaaS
- SSO & MFA (Single Sign-on and Multi-Factor Authentication)
- Encryption In-Transit and At-Rest
- Vulnerability and Penetration Testing
- Source Code Analysis
- Data Integrity Validation
- Multi-Layered Endpoint Protection
- Network Security including Web Application Firewall and Intrusion
- Detection Secure Document Vault
- Access Control (Role Based Permissions with Principle of Least-Privilege)
- Firm Configurable Security Settings
- Security Awareness Program
- Microsoft
- Linux
- More than 55 pre-built integrations with other software solutions. We have a robust open API for custom integrations as well. Some key integrations are listed below:
- – CRM: Salentica, Redtail, Salesforce
- – Trading & rebalancing: Redblack, Blaze, iRebal
- – Financial planning: eMoney, RightCapital, MoneyGuidePro, Advizr, Libretto
- – Risk management: RCI, Hidden Levers
- – Custodian: Schwab, Fidelity, Pershing, Raymond James, LPL, Goldman Sachs
- – UMA/SMA: Adhesion, SMArtX
- Yes
