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
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SSC

SS&C Private Capital Group

Category
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.

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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
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

No


SaaS


-


Microsoft


-


-

Simple solutions for complex times.