Side by side
Allocate vs Assetgrip
Both stand on portfolio management software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Paid Web
Allocate combines private-market investment operations, vehicles, and reporting for advisors and asset managers. Firms should assess whether their expected investor interest fits the stated threshold and request custom pricing.
Visit Allocate Paid Self-hostedWindows
Assetgrip focuses on family-office investment oversight with allocation, performance, risk, reporting, and CRM functions. Its local deployment and Excel integration suit offices that prefer network-hosted tools over cloud software.
Visit AssetgripThe facts
| Allocate | Assetgrip | |
|---|---|---|
| Free plan | Not published | Not published |
| Open source | Not published | Not published |
| Runs on | Web | Self-hosted, Windows |
| Lowest paid plan | Free or on request | Not published |
| Plans published | 1 | None |
| Maker | Allocate | Assetgrip |
| Website | allocate.co | assetgrip.com |
| On portfolio management software | #73 of 81 | #77 of 81 |
Allocate: what it does well
- Coordinates subscriptions, capital calls, and distributions.
- Provides consolidated private investment reporting.
- Offers feeder and SPV solutions for advisors.
- States SOC 2 Type II compliance.
- Integrates with existing wealth reporting systems.
What to know first
- Pricing is custom and not listed.
- Feeder infrastructure is most valuable at $10 million or more in interest.
Assetgrip: what it does well
- Supports strategic and tactical asset allocation
- Analyzes multiple alternative and traditional asset classes
- Includes MOIC and Net IRR measures
- Integrates Excel worksheets and PDF attachments
- Provides user roles and two-factor authentication
What to know first
- Runs on a local network, not cloud SaaS
- Pricing is available only on request
- Platform listing is limited to Windows and self-hosted deployment
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