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

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


-


-

Simple solutions for complex times.