Allvue Investment Management vs CrossVal
Allvue Investment Management
allvuesystems.com
CrossVal
crossval.comSide by side
| Figure | Allvue Investment Management | CrossVal |
|---|---|---|
| Price from | — | 550 AED/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 1 | 2 |
| Spec score · Investment Accounting Software | 8.1 (#3) | 7.9 (#6) |
| Alerts | Users can configure alerts for key events such as watchlist credits and securities. | Users can set thresholds for AI alerts covering payroll, VAT, and supplier payments. |
| Founded | 2019 | 2022 |
| Headquarters | Miami, Florida, United States | Dubai, United Arab Emirates |
| 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 About page names QuickBooks, Xero, Zoho Books, and NetSuite as integrations. |
| Purpose | The front-office platform helps credit asset managers manage exposures, risk, and performance across the investment lifecycle. | CrossVal automates cash visibility and financial operations for businesses in the UAE and wider region. |
| 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. | CrossVal says customer data is stored in AWS and MongoDB with encryption, role-based access controls, backups, and security updates. |
| Support | Existing customers have 24/7 portal access to the Learning Center, Knowledge Base, issue reporting, user access requests, and ticket status. | The Launch plan includes dedicated support, while Enterprise includes dedicated support and a dedicated implementation team. |
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.