Allvue Investment Management vs FinFolio
Allvue Investment Management
allvuesystems.comFinFolio
finfolio.comSide by side
| Figure | Allvue Investment Management | FinFolio |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 1 | 0 |
| Spec score · Investment Accounting Software | 8.1 (#3) | 7.6 (#12) |
| Spec score · Portfolio Management Software | 8.1 (#24) | 7.7 (#47) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset |
| Deployment | Allvue describes the system as cloud-based and says it is designed for credit and private debt workflows. | Firms can host FinFolio themselves or have FinFolio host it, and the software can be white-labeled with the firm's branding. |
| Founded | 2019 | FinFolio says it has made portfolio management and trading software since 2008. |
| Headquarters | Miami, Florida, United States | FinFolio describes itself as centrally located in Denver, Colorado. |
| 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 integrations page lists providers including Redtail, Wealthbox, RightCapital, Box.com, Schwab, Fidelity, and Microsoft Office. |
| Performance reporting | Yes | Yes |
| Purpose | The front-office platform helps credit asset managers manage exposures, risk, and performance across the investment lifecycle. | FinFolio makes portfolio management software for investment advisors and professional wealth managers. |
| 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. | FinFolio describes segmented logins that restrict data by branch or user and says it uses Microsoft Active Directory for security. |
| Support | Existing customers have 24/7 portal access to the Learning Center, Knowledge Base, issue reporting, user access requests, and ticket status. | The product page describes a support team, weekly webinars, in-app walkthroughs and on-site training for larger installations. |
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.
FinFolio
FinFolio is portfolio management software for investment advisors and professional wealth managers. Its platform combines multi-currency portfolio accounting, reporting, rebalancing, trading, billing, a mobile-ready client portal, and other back-office functions. The accounting engine calculates cost, performance, and other financial metrics; users can also analyze allocation and risk and track tax lots. Reports can carry a firm's logo and graphics, while dashboards support practice management. Rebalancing accommodates model-of-models, classifications, UMA, and SMA strategies, with tax-sensitive trading that considers account type, holding country, and unrealized gains or losses. Order management covers FIX-enabled order placement, execution, allocation, and trade processing. Firms can host the software themselves or use hosted deployment, and white-label it with their branding. A documented REST API supports data access, rebalancing, reporting, and imports. Integrations include Redtail, Wealthbox, RightCapital, Box.com, Schwab, Fidelity, and Microsoft Office. Pricing is on request, and the homepage offers a trial login for prospective users.