No. 52of 81 ·Portfolio Management Software

Allocare AMS

Web · Windows · Mac · Linux · Android · iPhone · API

Freedom report

One barScore 5.7

Runs widely6 of 6 device platforms
DocumentedThinly documented

Allocare AMS is ranked #52 of 81 in portfolio management software on Freedom251, made by Allocare AMS (Altishofen, Switzerland). It runs on Android, API, iOS, Linux, macOS, Web, Windows.

Allocare AMS plans and pricing

All plans

Allocare AMS Modular portfolio management software · pricing not stated on the pages reviewed allocare.com · 11 Oct 2026

Compared on portfolio management software

Asset class coverage: multi_asset_alternatives
Performance reporting: Yes
Allocation analysis: Yes
Risk analysis: Yes

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The record

Purpose: Allocare AMS is modular portfolio management software that supports asset oversight, onboarding, customer care and reporting.
Portfolio analysis: Its Analysis Tree supports flexible asset evaluation, performance and risk analysis, saved templates, order simulation and scenario testing.
Data management: It manages instruments, portfolios and customers, maps structures such as funds of funds and non-bankable assets, and provides audit trails, historized data and a document archive.
CRM: CRM features include customer risk classification, document storage, meeting notes, back-office and middle-office checklists, and FIDLEG and MiFID II support.
Orders and compliance: Order management includes configurable authorizations, a four-eyes principle, pre- and post-trade checks, collective orders, model-portfolio rebalancing, cash sweeping and order routing.
Performance and risk: The software calculates TWR, MWR and IRR, offers performance attribution, VaR methods, scenarios, stress tests and key risk figures.
Reporting and billing: Reporting includes standard reports, customization, consolidated assets, dashboards, external data and white-label options; billing can calculate management fees and generate invoices automatically.
Named integrations: The page lists SIX, Bloomberg, Morningstar and MSCI for market data; Avaloq and Finnova for core banking; and pebe INVEST, SAP TRM, NX GP3 and XENTIS for securities or fund accounting.
API: Allocare says its public API can integrate its services with applications such as CRM, compliance tools and archives, and lists customer, data, custody and order-management API areas.
Security controls: The product page states that centrally held data is available to authorized users according to the customer's access model and describes audit trails and four-eyes controls in compliance and order workflows.
Hosting: Allocare CLOUD is a SaaS solution based on Allocare AMS and Allocare WEB; the company says it is multi-client and that all data is hosted and processed in Switzerland.
Intended users: Allocare says it serves clients in banking, insurance, asset and wealth management, family offices, pension funds and consulting.
Support: Allocare says its multilingual team supports clients with investment management and related back-office and front-office services.
Commercial availability: The maker's opened product pages do not state a price, while its downloads page lists a demo-access link for Allocare WEB rather than published Allocare AMS pricing.

Where it ranks on Freedom251

Best Portfolio Management Software in 2026#52 of 81

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Sources

allocare.com/en/products/allocare-ams· checked 11 Oct 2026
allocare.com/en/products/interfaces· checked 11 Oct 2026
allocare.com/en/products/allocare-cloud· checked 11 Oct 2026
allocare.com/en/about-us· checked 11 Oct 2026
allocare.com/en/news/downloads· checked 11 Oct 2026
allocare.com/en· checked 4 Oct 2026