Family Office

An exceptional suite of family office software solutions to manage accounting and reporting for single- and multi-family offices

Powerful and reliable

With some of the most complex relationship and reporting needs in the industry, family offices often struggle with finding the right technology to support multi-generational investing structures. Allvue’s family office accounting, deal tracking and reporting solutions offer a flexible, customized solution to support families of any size or structure. In fact, Allvue provides accounting, monitoring and reporting solutions to some of the world’s most prominent families, with over $90 billion of assets on the platform. Our family office technology was recently featured in Forbes’ roundup of 2020 Family Office Software providers.

What we offer

Fund Accounting

A complete back office solution that combines detailed financial statement reporting, a true general ledger, cash management and workflow standards.

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Investor & Investment Management

Capitalize on every opportunity with software built to help Investor Relations professionals maximize their relationships.

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Investor Portal

Transform your investors’ digital experience with a branded look and feel, customizable dashboards and secure document sharing.

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Business Intelligence

Visualize trends across your entire organization and get the data to meet emerging challenges head-on.

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Portfolio Monitoring

Move away from emails and spreadsheets with a better way to collect and analyze KPIs and key financials.

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