Side by side
Allocare AMS vs BNY Performance Solutions
Both stand on investment compliance software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Allocare AMS combines portfolio analysis, order controls, CRM, reporting, billing and integrations in a modular system. Its broad platform coverage and Swiss-hosted cloud option support varied operating models, while buyers must request pricing.
Visit Allocare AMSBNY Performance Solutions brings performance measurement, benchmark workflows, portfolio records, risk analysis, and reporting into a cloud-oriented enterprise offering. Firms should review the required integrations, reporting needs, and managed-service scope when requesting pricing.
Visit BNY Performance SolutionsThe facts
| Allocare AMS | BNY Performance Solutions | |
|---|---|---|
| Free plan | Not published | Not published |
| Open source | Not published | Not published |
| Runs on | Android, API, iPhone, Linux, Mac, Web, Windows | Web |
| Lowest paid plan | Free or on request | Not published |
| Plans published | 1 | None |
| Maker | Allocare AMS | Not published |
| Website | allocare.com | bny.com |
| On investment compliance software | #2 of 32 | #6 of 32 |
Allocare AMS: what it does well
- Covers performance, allocation and risk analysis
- Supports complex funds and non-bankable assets
- Includes configurable order and compliance controls
- Offers reporting, dashboards and automated billing
- Available across major desktop and mobile platforms
What to know first
- Pricing is not published
- Feature scope is modular and may require configuration
- Data access follows the customer’s access model
BNY Performance Solutions: what it does well
- Combines returns, attribution, benchmarks, and GIPS reporting
- Risk metrics include volatility and Sharpe ratio
- Audit trails and version control included
- 169 external data integrations cited
- Managed hosted services operate 24/7
What to know first
- Pricing is available on request
- Designed for enterprise portfolio operations
- Features and services vary across the broader offering
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