Allvue Investment Management vs RedBlack Portfolio Accounting
Allvue Investment Management
allvuesystems.comRedBlack Portfolio Accounting
redblacksoftware.comSide by side
| Figure | Allvue Investment Management | RedBlack Portfolio Accounting |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 1 | 1 |
| Spec score · Investment Accounting Software | 8.1 (#3) | 6.6 (#27) |
| Headquarters | Miami, Florida, United States | Bedford, New Hampshire, 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. | The product offers direct integration with leading custodians and access to data aggregation networks. |
| Purpose | The front-office platform helps credit asset managers manage exposures, risk, and performance across the investment lifecycle. | RedBlack describes the product as portfolio accounting and reporting software for wealth managers, with portfolio reporting, billing, and a branded client portal. |
| 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. | RedBlack says its information security management system is ISO/IEC 27001 compliant and covers organizational, application, server, network, and physical security. |
| Support | Existing customers have 24/7 portal access to the Learning Center, Knowledge Base, issue reporting, user access requests, and ticket status. | Customers can access product downloads and documentation through the Client Center and contact product support through the support portal or by email. |
Plans
Allvue Investment Management
- Allvue Portfolio ManagementPriced on request
RedBlack Portfolio Accounting
- Pricing on requestPriced 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.
RedBlack Portfolio Accounting
RedBlack Portfolio Accounting has no write-up on Specifiction yet; its figures are above.