Asset Vantage vs Allvue Systems Comparison

You are looking for alternatives to Asset Vantage. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
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Asset Vantage, family office software, portfolio management software, consolidated reporting software

Asset Vantage

Category
Consolidated Reporting

Based in the USA, Asset Vantage offers an intelligent technology platform leveraging integrated performance reporting and general ledger technology. Providing a consolidated view of the family office's entire net worth, Asset Vantage is a tool for single family offices, multi family offices and CPA firms to gain a holistic view of financial health.

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

Allvue Systems

Category
Accounting

USA-based Allvue Systems is a software solution providing flexible and customizable accounting, monitoring and reporting. Designed to support family offices of any size or structure, their solutions eliminate the boundaries between systems, information and people by creating an adaptable investment software system.

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Company
Employees

50-100

Revenue

-

Founded

2011

Ownership

  • Owned by management
  • External investors

Incorporated

United States of America

Locations

  • Stamford
  • Mumbai
  • Pune

Top 5 Markets

  • United States of America
  • India
  • United Arab Emirates
  • Saudi Arabia
  • Australia / New Zealand

Total Aum

-

Avg. AUM per client

100M$


500+


-


September 2019


-


United States of America


Miami
Chicago
New York
San Diego
Boston
London
Kyiv
Rotterdam


Canada
United States of America
United Kingdom


-


-

Client
Focus

Single-Family Offices

Serves also

  • Individual Wealth Owners
  • Multi family offices
  • Financial advisors
  • Accounting Firms

Number

  • 200+ SFOs
  • 10 MFOs
  • 10 CPAs


Fund managers


Single family offices
Multi family office


-

Product
Main tasks

  • Accounting
  • Consolidated Reporting
  • Portfolio Management
  • Data Aggregation
  • Document Management

Top features

  • Wealth Register
  • Period performance & benchmarking
  • Partnership look-through
  • Private Equity Global traded asset pricing
  • General Ledger Balance Sheet
  • Income Statement
  • Trial Balance
  • Custodian transactions sync & reconciliation
  • Document Vault
  • Check Writing

Assets supported

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

Compliance

GDPR

Whitelabel

Yes


Accounting
CRM


-


-


-


-

Technology
Type Of Software

  • SAAS
  • Serviced Software

Security

  • TLS (HTTPS) end to end
  • Unique client URLs tied to a VPN
  • Encryption for data at rest
  • Partners for VAPT
  • Unique Database and URL

Ecosystem

Linux

Integrations

Will be applicable from 2021

Mobile App

Yes


SaaS


-


Microsoft


-


-

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