Allvue Investment Management vs Carta Fund Management
Allvue Investment Management
allvuesystems.com
Carta Fund Management
carta.comSide by side
| Figure | Allvue Investment Management | Carta Fund Management |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 1 | 2 |
| Spec score · Fund Administration Software | 8.1 (#5) | 7.5 (#16) |
| Founded | 2019 | 2012 |
| Headquarters | Miami, Florida, United States | San Francisco, California, 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. | Fund Management lists Ramp for expense management and supports banking connections through direct and indirect APIs. |
| Purpose | The front-office platform helps credit asset managers manage exposures, risk, and performance across the investment lifecycle. | Carta Fund Management is an end-to-end suite for managing fund operations from transactions to distributions. |
| 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. | Carta’s Trust Center lists annual third-party audits, annual penetration testing, and a disaster recovery plan. |
| Support | Existing customers have 24/7 portal access to the Learning Center, Knowledge Base, issue reporting, user access requests, and ticket status. | Fund Management customers can work with a dedicated team of experienced fund accountants for advice and support. |
Plans
Allvue Investment Management
- Allvue Portfolio ManagementPriced on request
Carta Fund Management
- Advanced ERPPriced on request
- Standard ERPPriced 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.
Carta Fund Management
Carta Fund Management has no write-up on Specifiction yet; its figures are above.