Allvue Investment Management vs Goji
Allvue Investment Management
allvuesystems.comGoji
goji.investmentsSide by side
| Figure | Allvue Investment Management | Goji |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 1 | 0 |
| Spec score · Fund Administration Software | 8.1 (#5) | 7.3 (#19) |
| Company history | Allvue’s company timeline says Vista Equity Partners acquired AltaReturn and merged it with Black Mountain to form Allvue in 2019. | Goji says it was acquired by Euroclear Group in 2023. |
| Headquarters | Miami, Florida, United States | London, United Kingdom |
| 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 platform connects to external systems through APIs for real-time data synchronisation and straight-through processing. |
| Reporting | Clients can use out-of-the-box reports or create custom views in a customizable reporting environment. | Goji provides interactive investor dashboards with portfolio performance data and detailed insights. |
| 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. | Goji’s API documentation describes HMAC-signed requests using a nonce and timestamp to help prevent replay attacks. |
| Support | Existing customers have 24/7 portal access to the Learning Center, Knowledge Base, issue reporting, user access requests, and ticket status. | Goji’s API documentation asks clients contacting support to include the request ID returned with API responses. |
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.
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.