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
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Private Wealth Systems

Private Wealth Systems

Category
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.

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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

  • 11-50
Founded

  • 2014
Ownership

  • Owned by management
  • Clients are also owners
Incorporated

  • United States of America
Locations

  • Charlotte
  • New York
  • Salt Lake City
Top 5 Markets

  • Switzerland
  • United States of America
  • United Kingdom
  • Saudi Arabia
  • Australia
Total AUM

  • $200 billion
Avg. AUM per client

  • $223 million

Allvue was established in 2019 through the merger of Black Mountain Systems and AltaReturn, and currently manages over $2.5 trillion in assets on its platform. The company is based in Miami, FL with locations throughout North America and Europe.


Allvue is owned by Vista Equity Partners. The team of 500+ employees is led by James Black, COO of the company.


500+


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September 2019


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United States of America


Miami
Chicago
New York
San Diego
Boston
London
Kyiv
Rotterdam


Canada
United States of America
United Kingdom


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-

Client
Focus

  • Single-family offices
Serves also

  • Multi-family offices
  • Banks
  • Individual wealth owners
  • Fund managers
Number

  • 650+ UHNWIs and family offices

Fund managers


Single family offices
Multi family office


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Product
Main tasks

  • Accounting
  • Consolidated reporting
  • Portfolio management
  • Data aggregation
  • Risk management
  • Impact/ESG reporting
Top features

  • Data aggregation – our direct bank feeds captures 3x more data than other providers.
  • Data validation – we perform daily reconciliation and correct bank data errors.
  • Performance calculation – in side by side comparisons with other systems we have proven double-digit accuracy in performance and analytics.
  • Custom reporting – our award winning data model empowers each user to personalize their data any way they want.
  • Digital portal – wealth owners can customize their own mobile dashboards to have total power over their wealth.
Assets supported

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

  • GDPR
Whitelabel

  • Yes

Accounting
CRM


-


-


-


-

Technology
Type Of Software

  • SaaS
  • Serviced software
Security

  • Multi factor authentication
  • Application scanning
  • Network scanning
  • Encryption at-rest and in-transit
  • Data leakage prevention (DLP)
  • User level access controls
  • Annual audits by global 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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Simple solutions for complex times.