SS&C Private Capital Group vs Allvue Systems Comparison

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

SS&C Private Capital Group

Consolidated Reporting

America's SS&C Private Capital Group, delivers fully-integrated multi-currency portfolio management, financial and partnership accounting solutions to single and multi-family offices to serve their complex needs. Their software eliminates the cost, risk and time of integrating disparate systems.

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.

History

–

About the owners and the team

–

Employees

500+

Revenue

$4.6 million

Founded

1986

Ownership

Incorporated

United States of America

Locations

Windsor
Hong Kong
Dubai
Singapore

Top 5 Markets

States of America
United Kingdom
Canada
Ireland
Hong Kong

Total AUM

$2.6 trillion

Avg. AUM per client

$1.2 billion

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+

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

Individual wealth owners
Multi-family offices

Number

18,000

Fund managers

Single family offices
Multi family office

Product

Main tasks

Accounting
Consolidated reporting
Governance
Portfolio management
Data aggregation

Top features

Fully integrated, multi-currency portfolio management
Integrated reporting for multi-tiered ownership structures

Assets supported

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

Compliance

Whitelabel

Yes

Accounting
CRM

Technology

Type Of Software

SaaS
Serviced software

Security

Ecosystem

Microsoft
SAP
Java
Adobe

Integrations

Mobile App

SaaS

Microsoft

Simple solutions for complex times.

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SS&C Private Capital Group vs Allvue Systems Comparison

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