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

  • $125 million+

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
  • Trust companies
  • Banks & institutions
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

  •  Consolidated view across all liquid and illiquid asset classes & entity structures
  • Multi-period performance & benchmarking
  • Partnership accounting and entity look-through
  • Global listed equities & fixed income traded asset pricing
  • Integrated general ledger
  • Consolidating & multi-period balance sheet & trial balance
  • Consolidating & multi-period income statement
  • Capital flow reporting
  • Fully configurable & exportable widget dashboard across performance reporting
  • Custodian transactions sync & reconciliation
  • Document vault
  • Check Writing
  • User permissions & entitlements
  • Transparent pricing
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

  • Integrations will be applicable from 2022
Mobile App

  • Yes

SaaS


-


Microsoft


-


-

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