Allvue Systems vs SS&C Private Capital Group 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

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.

SS&C Private Capital Group

Consolidated Reporting

America's SS&C Private Capital Group, delivers fully-integrated multi-currency portfolio management, financial and partnership accounting solutions to single and multi-family offices to serve their complex needs. Their software eliminates the cost, risk and time of integrating disparate systems.

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+

$4.6 million

1986

United States of America

Windsor
Hong Kong
Dubai
Singapore

States of America
United Kingdom
Canada
Ireland
Hong Kong

$2.6 trillion

$1.2 billion

Client

Focus

Fund managers

Serves also

Single family offices
Multi family office

Number

Single-family offices

Individual wealth owners
Multi-family offices

18,000

Product

Main tasks

Accounting
CRM

Top features

Assets supported

Compliance

Whitelabel

Accounting
Consolidated reporting
Governance
Portfolio management
Data aggregation

Fully integrated, multi-currency portfolio management
Integrated reporting for multi-tiered ownership structures

Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

Yes

Technology

Type Of Software

SaaS

Security

Ecosystem

Microsoft

Integrations

Mobile App

SaaS
Serviced software

Microsoft
SAP
Java
Adobe

Simple solutions for complex times.

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Allvue Systems vs SS&C Private Capital Group 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

SS&C Private Capital Group

Category

Consolidated Reporting

Company

History

About the owners and the team

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Client

Focus

Serves also

Number

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

Simple solutions for complex times.

Reads

Experts

Companies

Allvue Systems vs SS&C Private Capital Group 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

SS&C Private Capital Group

Category

Consolidated Reporting

Company

History

About the owners and the team

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

Client

Focus

Serves also

Number

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

Simple solutions for complex times.