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Family Office

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

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Powerful and reliable family office software

With some of the most complex relationship and reporting needs in the industry, family offices often struggle with finding the right software to support multi-generational investing structures. Allvue’s family office accounting software and investment management software 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. Our family office technology was featured in Forbes’ roundup of 2020 Family Office Software providers.

Charts and data in Allvue's Fund Accounting platform

What we offer

Fund Accounting

Family office accounting software built to completely support the back office, combining 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 our family office investment management 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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Line graph displaying mock data for portfolio monitoring software

Fund Performance & Portfolio Monitoring

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

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Simplify bank reconciliations with Allvue

In this two-minute video, Robert Sims, Head of Solutions Engineering, Europe, demonstrates how Allvue can help streamline the bank reconciliation process. Match transactions, flag discrepancies, and make adjustments efficiently and easily to simplify the process and reduce risk. It’s one of many features of our Fund Accounting software.

Simplify your fund accounting with Allvue

In this three-minute demo, Solutions Engineer Sean Houser shows how Allvue can help simplify fund accounting processes. See how you can manage fund and investor allocations in a single solution and automate transactions that occur over the lifecycle of a fund. Learn how Allvue helps emerging venture capital and private equity funds supercharge their growth with accounting, reporting, and investor communication solutions.

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Discover the future of alternative investment software

Allvue’s industry-leading solutions can help your business break down barriers to information, clear a path to success, and reach new heights in alternative investments.

Front-to-Back Solutions – From fundraising to Investor Reporting & everything in between, Allvue has the solution you need
Multi Asset Class Coverage – Allvue can service all investments in the alternative space — from debt to equity — no matter what you invest in
Flexible Deployment – Whether you need a completely integrated solution or best-in-market point offering, Allvue has a deployment to fit your needs

Who We Serve

Equity Essentials Solution Set

Solutions

Family Office

Powerful and reliable family office software