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
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
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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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+
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
- 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
n/a
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
n/a
n/a
n/a
n/a
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
n/a
Microsoft
n/a
n/a