Allvue Investment Management vs Black Diamond Wealth Solutions
Allvue Investment Management
allvuesystems.com
Black Diamond Wealth Solutions
sscblackdiamond.comSide by side
| Figure | Allvue Investment Management | Black Diamond Wealth Solutions |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 1 | 1 |
| Spec score · Investment Accounting Software | 8.1 (#3) | 8.1 (#4) |
| Spec score · Portfolio Management Software | 8.1 (#24) | 8.2 (#17) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2019 | 2005 |
| Headquarters | Miami, Florida, United States | Windsor, Connecticut, United States |
| Integrations | 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. | The integration network includes custodial, CRM, financial planning, compliance, analytics, and trading providers, including Pershing, Fidelity, Salesforce, eMoney, and RightCapital. |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Security | Allvue reports completing SOC 1 and SOC 2 Type I and Type II audits and encrypting customer data with unique encryption keys per customer. | The compliance solution is described as hosted in secure data centers with advanced security protocols. |
| Support | Existing customers have 24/7 portal access to the Learning Center, Knowledge Base, issue reporting, user access requests, and ticket status. | The company describes unified support for users across its solutions and provides a client service team contact. |
| Who it serves | Allvue describes its Portfolio Management solution as purpose-built for credit asset managers, including managers of private debt, CLO, and public credit strategies. | The company lists RIAs, breakaway advisors, broker-dealers, family offices, banks and trust companies, asset managers, retirement services providers, and foundations as audiences. |
Plans
Allvue Investment Management
- Allvue Portfolio ManagementPriced on request
Black Diamond Wealth Solutions
- Black Diamond Wealth SolutionsPriced 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.
Black Diamond Wealth Solutions
Black Diamond Wealth Solutions is a paid, connected technology platform for wealth and investment management firms. It combines portfolio management and reporting with performance reporting, allocation analysis, risk analysis, and tax-lot tracking across multiple asset classes. Trading and rebalancing tools support portfolio workflows, while investment management includes managed models, personalized proposals, and outsourced trading and rebalancing services. A firm-branded client portal offers configurable portfolio views, communications, and a secure document vault. Integrations span custodians, CRM, financial planning, compliance, analytics, and trading providers, including Pershing, Fidelity, Salesforce, eMoney, and RightCapital. The API supports real-time and bulk financial data, workflow automation, data management, compliance reporting, and custom software. Clients can access reconciliation information through a network of over 800 custodians and prime brokers. Compliance tools include tests, dashboards, transaction surveillance, and case management supporting FINRA, SEC, CIRO, and AML/Bank Secrecy Act regulations. Web, iOS, Android, and API access are listed; pricing is by request and there is no free plan.