Allvue Investment Management vs Tracker
Allvue Investment Management
allvuesystems.comTracker
tracker.us.comSide by side
| Figure | Allvue Investment Management | Tracker |
|---|---|---|
| Price from | — | $40/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 1 | 9 |
| Spec score · Investment Accounting Software | 8.1 (#3) | 7.0 (#24) |
| Founded | 2019 | 1997 |
| Headquarters | Miami, Florida, United States | 106 Langtree Village Drive, Suite 301, Mooresville, North Carolina 28117, United States |
| Reporting | Clients can use out-of-the-box reports or create custom views in a customizable reporting environment. | It offers standard and custom reports with more than 150 reporting options. |
| Support | Existing customers have 24/7 portal access to the Learning Center, Knowledge Base, issue reporting, user access requests, and ticket status. | The maker lists a customer support center open 8 am–6 pm EST, an on-demand tutorial, and no service contract fee. |
Plans
Allvue Investment Management
- Allvue Portfolio ManagementPriced on request
Tracker
- Market Price Import$40 a month
- Accuracy Check$50 a month
- Charts & Graphs$50 a month
- Enhanced Reporting$100 a month
- Multiple Transaction Import$100 a month
- General Ledger Interface$150 a month
- Tracker$395 a month
- Debt ManagerPriced on request
- Automatic Market PricingPriced 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.