Black Diamond vs Allvue Systems Comparison

You are looking for alternatives to Black Diamond. 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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black diamond, family office software, portfolio management software, consolidated reporting software

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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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

500+

Revenue

4,633 $M

Founded

2003

Ownership

Owned by a larger corporation

Incorporated

United States of America

Locations

  • Jacksonville
  • Florida
  • New York
  • San Francisco
  • California

Top 5 Markets

United States of America

Total AUM

USD 1.36tr

Avg. AUM per client

USD 870m


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

Financial advisors

Serves also

  • Single family offices
  • Multi family offices
  • Banks

Number

  • Family Office – 87
  • RIA / Wealth Manager – 1,354
  • Broker Dealer – 39
  • Bank / Trust Co – 40
  • Other – 42


Fund managers


Single family offices
Multi family office


-

Product
Main tasks

  • Accounting
  • Consolidated Reporting
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio Management
  • Trading (execution on platform)
  • Trading (orders only)
  • Data Aggregation

Top features

  • User Interface
  • End client experience (client portal)
  • Data quality/data integrity
  • Exceptional service model
  • BillingTrading/Rebalancing
  • Sophisticated report output
  • Business Intelligence

Assets supported

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

Compliance

-

Whitelabel

Yes


Accounting
CRM


-


-


-


-

Technology
Type Of Software

  • Serviced Software
  • SAAS

Security

  • 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

Ecosystem

  • Microsoft
  • Linux

Integrations

  • More than 55 pre-built integrations with other software solutions as well.
  • Robust API for custom integrations.

Mobile App

Yes


SaaS


-


Microsoft


-


-

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