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Financial Services Cloud vs Allvue Comparison

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Overview

Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice...

Allvue is an investment management software designed to help commercial banks, private equity firms, fund administrators...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

No reviews

5

4

3

2

1

0

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support

5.0

(1)

5

4

3

2

1

1

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

Not enoughreviews yet

Pros

Not enoughreviews yet

Cons

Not enoughreviews yet

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last reviewN/A
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features32
  • "What If" Scenarios
  • API
  • Activity Dashboard
  • Activity Tracking
  • Asset Management
  • Assignment Management
  • Audit Trail
  • Automatic Notifications
  • Balance Sheet
  • Bank Reconciliation
  • Benchmarking
  • Billing & Invoicing
  • Business Intelligence
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Contact History
  • Customer Database
  • Customizable Reporting
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Drag & Drop Interface
  • Financial Analysis
  • Financial Management
  • General Ledger
  • Goal Setting / Tracking
  • Lead Management
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Management
  • Multi-Company
  • Multi-Currency
  • Order Management
  • Performance Metrics
  • Pipeline Management
  • Portfolio Management
  • Profitability Analysis
  • Real Time Data
  • Referral Tracking
  • Reporting & Statistics
  • SSL Security
  • Scenario Planning
  • Strategic Planning
  • Task Management
  • Third Party Integration
  • To-Do List
  • Usage Tracking
  • User Management
  • Visual Analytics
  • Workflow Management
  • Total features33
  • "What If" Scenarios
  • API
  • Activity Dashboard
  • Activity Tracking
  • Asset Management
  • Assignment Management
  • Audit Trail
  • Automatic Notifications
  • Balance Sheet
  • Bank Reconciliation
  • Benchmarking
  • Billing & Invoicing
  • Business Intelligence
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Contact History
  • Customer Database
  • Customizable Reporting
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Drag & Drop Interface
  • Financial Analysis
  • Financial Management
  • General Ledger
  • Goal Setting / Tracking
  • Lead Management
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Management
  • Multi-Company
  • Multi-Currency
  • Order Management
  • Performance Metrics
  • Pipeline Management
  • Portfolio Management
  • Profitability Analysis
  • Real Time Data
  • Referral Tracking
  • Reporting & Statistics
  • SSL Security
  • Scenario Planning
  • Strategic Planning
  • Task Management
  • Third Party Integration
  • To-Do List
  • Usage Tracking
  • User Management
  • Visual Analytics
  • Workflow Management

Integrations

  • Total integrations11
  • Authorize.net
  • Dropbox Business
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier
  • Total integrationsN/A
  • Authorize.net
  • Dropbox Business
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Financial Services Cloud vs. Allvue

See how Financial Services Cloud and Allvue stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.

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