Allvue Systems vs Black Diamond Comparison

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Allvue Systems, family office software, portfolio management software, consolidated reporting software

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

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.

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Company
History

Allvue was established in 2019 through the merger of Black Mountain Systems and AltaReturn, and currently manages over $2.5 trillion in assets on its platform. The company is based in Miami, FL with locations throughout North America and Europe.

About the owners and the team

Allvue is owned by Vista Equity Partners. The team of 500+ employees is led by James Black, COO of the company.

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:
    1. – CRM: Salentica, Redtail, Salesforce
    2. – Trading & rebalancing: Redblack, Blaze, iRebal
    3. – Financial planning: eMoney, RightCapital, MoneyGuidePro, Advizr, Libretto
    4. – Risk management: RCI, Hidden Levers
    5. – Custodian: Schwab, Fidelity, Pershing, Raymond James, LPL, Goldman Sachs
    6. – UMA/SMA: Adhesion, SMArtX

  • Yes
Simple solutions for complex times.