sign inAsset 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.
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.
Read more
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.
Read moreCompany
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+
n/a
September 2019
n/a
United States of America
Miami
Chicago
New York
San Diego
Boston
London
Kyiv
Rotterdam
Canada
United States of America
United Kingdom
n/a
n/a
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
n/a
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
n/a
n/a
n/a
n/a
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
n/a
Microsoft
n/a
n/a