Allocate vs Goji
Allocate
allocate.coGoji
goji.investmentsSide by side
| Figure | Allocate | Goji |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 1 | 0 |
| Spec score · Fund Administration Software | 7.6 (#12) | 7.3 (#19) |
| Integrations | Allocate says it integrates with major third-party wealth reporting systems but does not name them on the page opened. | The platform connects to external systems through APIs for real-time data synchronisation and straight-through processing. |
| 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. | Goji’s API documentation asks clients contacting support to include the request ID returned with API responses. |
Plans
In their own words
Goji
Goji is a white-label, end-to-end platform for private fund operations, covering investor onboarding through reporting. It digitises KYC and compliance, subscriptions, capital calls, distributions, and investor reporting, with investor portal access and capital account tracking. Its AI assistant processes KYC packs, extracts information, and identifies ultimate beneficial owners, while a person retains final sign-off. Fund data rooms provide permissions for centralising, sharing, and e-signing investment materials. Interactive dashboards show portfolio performance and detailed insights. An API can connect in-house or third-party systems for real-time synchronisation and straight-through processing, and a sandbox supports integration testing. Goji connects clients with Euroclear FundsPlace, described as a network of more than 3,000 distributors. Goji Financial Services Limited is authorised and regulated by the UK Financial Conduct Authority under FRN 805323. Pricing is on request.