Private Wealth Systems vs Allvue Systems Comparison

You are looking for alternatives to Private Wealth Systems. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys

Private Wealth Systems

Consolidated Reporting

USA-based Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world. The platform is able to support even the most complex nested ownership structure through its capturing, correcting, calculating and presenting of actionable information across asset classes and currencies.

Allvue Systems

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.

Employees

11-50

Revenue

$4M

Founded

2014

Ownership

Owned by management
External investors

Incorporated

United States

Locations

Charlotte
Darien

Top 5 Markets

Switzerland
United States of America
United Kingdom
Saudi Arabia
Mexico

Total AUM

Avg. AUM per client

$200M

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

Multi family offices
Financial advisors
Banks
UHNWIs
Fund managers

Number

2 private banks
2 accounting firms
2 RIAs
4 MFOs
30 SFOs
21 UHNWIs

Fund managers

Single family offices
Multi family office

Product

Main tasks

Accounting
Consolidated Reporting
Compliance
Portfolio Management
Data Aggregation
Risk Management
Impact/ESG Reporting

Top features

Personalized attributes
Personalized Data Sets
Personalized Structures
Data Reconciliation
Performance Calculation
Account Aggregation
Custom Reporting
Portfolio Management
Partnership Accounting

Assets supported

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

Compliance

GDPR
MiFID II

Whitelabel

Yes

Accounting
CRM

Technology

Type Of Software

SaaS
Serviced Software

Security

Multi-Factor Authentication
Monthly scanning of code base to ensure no backdoor entry
Continuous network scanning for intrusion detection/prevention
Data Leakage Prevention for internal users
Attack/Penetration testing on an on-going basis by several private banks

Ecosystem

Microsoft

Integrations

API that can connect with any third party system including CRM, bill pay

Mobile App

Yes

SaaS

Microsoft

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Private Wealth Systems vs Allvue Systems Comparison

You are looking for alternatives to Private Wealth Systems. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys