Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sage Intacct Reviews & Ratings
    4.3 out of 5 stars 8,791 Ratings
    Company Website for Sage Intacct
  • ND Wallet Reviews & Ratings
    4.9 out of 5 stars 14 Ratings
    Company Website for ND Wallet
  • Nexo Reviews & Ratings
    4.4 out of 5 stars 18,780 Ratings
    Company Website for Nexo
  • Maintainly Reviews & Ratings
    4.3 out of 5 stars 73 Ratings
    Company Website for Maintainly
  • SaaSify Reviews & Ratings
    4.8 out of 5 stars 122 Ratings
    Company Website for SaaSify
  • Bryt Software Reviews & Ratings
    4.8 out of 5 stars 19 Ratings
    Company Website for Bryt Software
  • Banker's Dashboard Reviews & Ratings
    4.8 out of 5 stars 6 Ratings
    Company Website for Banker's Dashboard
  • Fixed Asset Pro Reviews & Ratings
    4.5 out of 5 stars 215 Ratings
    Company Website for Fixed Asset Pro
  • EZO AssetSonar Reviews & Ratings
    4.5 out of 5 stars 118 Ratings
    Company Website for EZO AssetSonar
  • pCloud Business Reviews & Ratings
    4.3 out of 5 stars 189 Ratings
    Company Website for pCloud Business

What is Altoo?

The Altoo Wealth Platform provides an advanced solution tailored for high-net-worth individuals, family offices, trusts, foundations, private banking professionals, and asset management firms, allowing seamless integration and interaction with every aspect of their wealth in a user-friendly format. It aggregates transaction and portfolio data, along with both bankable and non-bankable assets, drawing information from a vast array of over 500 custodians and more than 3,000 non-custodial banks, while incorporating market insights related to private equity and dividends, all while ensuring complete automation of reconciliation and data matching processes, in addition to delivering daily updates on performance and asset allocation. The platform supports the visualization of over 40 asset types and keeps track of various financial liabilities, such as rental income, collectibles, real estate, and private investments, enabling users to link relevant documents and images to specific assets for greater clarity. Enhanced reporting features include customizable dashboards, interactive charts, watchlists, and automated alerts regarding changes in allocation, account balances, gains or losses, and significant financial events or thresholds. Furthermore, the intuitive interface guarantees that all aspects of wealth management are easily navigable and manageable at any time, solidifying its position as a comprehensive tool for effective financial oversight. This ensures that users can make informed decisions regarding their wealth with confidence and ease.

What is Allvue?

Allvue Systems is the premier provider of AI-powered, cloud-based software for alternative investment management, serving private equity, venture capital, private credit, and CLO managers worldwide. The platform unifies fund accounting, portfolio monitoring, compliance, investor relations, and financial reporting into one intelligent ecosystem. Its Agentic AI Platform integrates automation and analytics across all operations, helping firms uncover insights, streamline decision-making, and reduce manual work. Designed for both general partners and fund administrators, Allvue supports the full investment lifecycle—from fundraising to capital calls to performance reporting. The Nexius Intelligent Data Platform further enhances data governance and reporting accuracy by centralizing and transforming private capital data at scale. Built on modern, cloud-based architecture, Allvue ensures seamless updates, secure scaling, and zero-disruption innovation as firms expand their portfolios. Its ecosystem integrates with over 20 partner solutions, empowering users with flexibility and extensibility. Backed by decades of financial expertise and trusted by over 500 global clients managing $8.5 trillion+ in assets, Allvue is redefining operational excellence in private markets. The platform’s AI-first approach enables firms to automate compliance, optimize fund performance, and deliver superior investor experiences. In a rapidly evolving financial landscape, Allvue equips investment leaders with the tools to innovate confidently and grow sustainably.

Media

Media

Integrations Supported

Integrations Supported

PitchBook

API Availability

API Availability

Pricing Information

Free
Free Version

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Altoo

Date Founded

2017

Company Location

Switzerland

Company Website

altoo.io

Company Facts

Organization Name

Allvue Systems

Date Founded

2019

Company Location

United States

Company Website

www.allvuesystems.com

Categories and Features

Family Office

Not specified

Categories and Features

Agentic AI

Not specified

Banking

Corporate Banking
Risk Management
Securities Management
Transaction Monitoring

Business Intelligence

Ad Hoc Reports
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Profitability Analysis
Strategic Planning
Visual Analytics

Family Office

Not specified

Financial CRM

Not specified

Financial Management

Budgeting & Forecasting
Financial Reporting
Investment Management
Risk Management

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Consolidation / Roll-Up
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Risk Management

Compliance Management
Credit Risk Management
Loan Portfolio Management
Portfolio Management
Portfolio Modeling

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
General Ledger
Partnership Accounting

Hedge Fund

Not specified

Investment Banking

Not specified

Investment Management

Benchmarking
Client Management
Compliance Reporting
Fund Management
Performance Metrics
Portfolio Management
Risk Management

Investor Relations

Not specified

Private Equity

Not specified

Real Estate

Not specified

Wealth Management

Not specified

Popular Alternatives

Popular Alternatives

Dynamo Software Reviews & Ratings

Dynamo Software

4.3 out of 5 stars
FundCount Reviews & Ratings

FundCount

FundCount Americas
Backstop Reviews & Ratings

Backstop

Backstop Solutions Group
PackHedgeâ„¢ Reviews & Ratings

PackHedgeâ„¢

FinLab Solutions SA
5.0 out of 5 stars