Allvue Investment Management vs Orion Portfolio Accounting
Allvue Investment Management
allvuesystems.comOrion Portfolio Accounting
orion.comSide by side
| Figure | Allvue Investment Management | Orion Portfolio Accounting |
|---|---|---|
| Price from | — | $1,083.33/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 1 | 3 |
| Spec score · Investment Accounting Software | 8.1 (#3) | 7.6 (#13) |
| Spec score · Portfolio Management Software | 8.1 (#24) | 8.1 (#25) |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2019 | 1999 |
| Headquarters | Miami, Florida, United States | Omaha, Nebraska, 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. | Orion lists hundreds of integrations and an open API framework; its directory describes an AltExchange integration for aggregating, reporting, and billing alternative investments. |
| Performance reporting | Yes | Yes |
| Purpose | The front-office platform helps credit asset managers manage exposures, risk, and performance across the investment lifecycle. | Orion Portfolio Accounting provides portfolio accounting, performance reporting, and billing for financial advisors and financial firms. |
| Reporting | Clients can use out-of-the-box reports or create custom views in a customizable reporting environment. | Advisors can create personalized reports with a drag-and-drop interface and dozens of sub-report options. |
| 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. | Orion says it follows NIST, ISO 27001, and SOC 1 and 2 security frameworks and standards, and that it is ISO/IEC 27001 certified. |
| Support | Existing customers have 24/7 portal access to the Learning Center, Knowledge Base, issue reporting, user access requests, and ticket status. | Orion offers support by chat, phone, email, and co-browsing, along with online training, tutorials, live weekly webinars, and subject matter experts. |
| 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. | Orion says the platform serves independent advisors, RIAs, broker-dealers, family offices, banks, and trust companies, from solo practices to enterprise firms. |
Plans
Allvue Investment Management
- Allvue Portfolio ManagementPriced on request
Orion Portfolio Accounting
- Foundation$13,000 a year
- Essentials$18,000 a year
- Advantage$28,000 a year
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.
Orion Portfolio Accounting
Orion Portfolio Accounting provides portfolio accounting, performance reporting and billing for financial advisors and firms. It includes advisory fee billing, household-level rebalancing and trading, a client portal and mobile app, plus professional services, cloud data warehousing and data services. Advisors can assemble personalized reports using drag-and-drop controls and sub-report options. Orion says it reconciles brokerage data with custodians overnight, aiming to have positions reconciled before the U.S. market opens on a typical trading day. The platform lists hundreds of integrations and an open API framework, including an AltExchange connection for alternative-asset aggregation, reporting and billing. It is available standalone or bundled in Orion Foundation, Essentials or Advantage Stacks, with module availability varying by tier. Standalone pricing is on request and depends on firm size, assets under management and configuration. Stack prices start at $13,000 a year for Foundation, $18,000 a year for Essentials and $28,000 a year for Advantage. Orion lists Android, iOS, web and API availability, and offers support by chat, phone, email and co-browsing.