RSM vs Allvue Systems Comparison

You are looking for alternatives to RSM. 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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RSM

RSM Family Office Dashboard

Category
Consolidated Reporting

The US branch of the multinational company, RSM, offers a family office dashboard that combines industry-leading technology and advisors to increase clarity and transparency around wealth management. Family offices can gain a personalized, holistic and integrated view, alongside complete ownership and access to their data.

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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

$2.4B

Founded

1926

Ownership

Owned by management
Key staff also have ownership

Incorporated

United States

Locations

120+
Botswana
Australia
India
Austria
France
Georgia
Germany
Ukraine
United Kingdom
Argentina
Bolivia
Brazil

Top 5 Markets

Brazil
Hong Kong
Singapore
United States
United Kingdom

Total AUM

-

Avg. AUM per client

-


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
UHNWIs

Number

505 SFO
34 MFO


Fund managers


Single family offices
Multi family office


n/a

Product
Main tasks

Data Aggregation
Consolidated Reporting
Accounting
Portfolio Management
Risk Management

Top features

Access to Data
Transparency of Data
Ease of doing business
Single source of data
Alignment of multiple disciplines
Complex partnership tiering and allocation
Presentation of total wealth aggregation

Assets supported

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

Compliance

GDPR

Whitelabel

Yes


Accounting
CRM


n/a


n/a


n/a


n/a

Technology
Type Of Software

Serviced Software
SAAS
Fully Standalone

Security

SOC 1
SOC 2 certifications

Ecosystem

Microsoft

Integrations

25 API’s and are open to explore open integrations

Mobile App

No


SaaS


n/a


Microsoft


n/a


n/a

Simple solutions for complex times.