Allocate vs Allvue Investment Management
Allocate
allocate.co
Allvue Investment Management
allvuesystems.comSide by side
| Figure | Allocate | Allvue Investment Management |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 1 | 1 |
| Spec score · Fund Administration Software | 7.6 (#12) | 8.1 (#5) |
| Spec score · Portfolio Management Software | 7.0 (#73) | 8.1 (#24) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2021 | 2019 |
| Integrations | Allocate says it integrates with major third-party wealth reporting systems but does not name them on the page opened. | Allvue says Portfolio Management integrates with Research Management, Trade Order Management, and Pipeline Management, and can integrate third-party, accounting, and trade data with financial models. |
| Performance reporting | Yes | Yes |
| Purpose | Allocate provides infrastructure for wealth advisors and asset managers to manage private markets investing, including investment access, fund vehicles, subscriptions, and portfolio operations. | The front-office platform helps credit asset managers manage exposures, risk, and performance across the investment lifecycle. |
| Support | The contact page says a team member responds to inquiries and offers a 30-minute introductory call followed by a platform walkthrough tailored to the firm. | Existing customers have 24/7 portal access to the Learning Center, Knowledge Base, issue reporting, user access requests, and ticket status. |
| Who it serves | The platform is for wealth advisory firms, including RIAs, and asset managers seeking to engage the wealth channel. | Allvue describes its Portfolio Management solution as purpose-built for credit asset managers, including managers of private debt, CLO, and public credit strategies. |
Plans
Allvue Investment Management
- Allvue Portfolio ManagementPriced on request
In their own words
Allvue Investment Management
Allvue Investment Management is a front-office portfolio platform for credit asset managers, bringing portfolio data, risk, performance and workflow tools together across the investment lifecycle. It provides real-time position data, performance attribution, allocation analysis and exposure monitoring. Risk tools include covenant tracking, issuer-level analytics, scenario modeling for stress tests and configurable alerts for events such as watchlist credits and securities. Supported strategies include private debt, broadly syndicated loans, CLOs, asset-based lending and multi-strategy credit portfolios. The platform connects with Allvue Research Management, Trade Order Management and Pipeline Management, and works alongside investment and fund accounting on Microsoft Azure. Octaura supports its CLO and loan trading workflows. Users can choose out-of-the-box reports or build custom views. Andi, a browser extension, provides in-product guidance from documentation for Allvue Credit Front Office products. Allvue describes the platform as cloud-based and available on web and as an extension. The company reports SOC 1 and SOC 2 Type I and Type II audits, customer-specific encryption keys and 24/7/365 security monitoring. Pricing is on request; visitors can request a demo.