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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
- Free trial available
- No credit card required
- Free account
- Subscription based
Starting from
- 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
Pros
Not enoughreviews yet
Pros
Not enoughreviews yet
Cons
Not enoughreviews yet
Cons
Not enoughreviews yet
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
Alternatives
Explore similar apps
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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