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Allvue Investment Management vs Black Diamond Wealth Solutions

Both stand on investment accounting software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

Allvue Investment Management

Paid ExtensionWeb

Allvue brings credit portfolio analytics, monitoring, and reporting into a cloud-based front-office platform. Its listed scope is focused on credit asset managers, and pricing requires a request.

Visit Allvue Investment Management

Black Diamond Wealth Solutions

Paid AndroidAPIiPhone+1

Black Diamond brings portfolio management, client access, trading workflows, and compliance tools into a connected platform for wealth firms. Buyers should confirm pricing and that its functions and integrations meet their firm's needs.

Visit Black Diamond Wealth Solutions

The facts

Allvue Investment ManagementBlack Diamond Wealth Solutions
Free planNot publishedNo
Open sourceNot publishedNot published
Runs onExtension, WebAndroid, API, iPhone, Web
Lowest paid planFree or on requestFree or on request
Plans published11
MakerAllvue Investment ManagementBlack Diamond Wealth Solutions
Websiteallvuesystems.comsscblackdiamond.com
On investment accounting software#4 of 30#1 of 30

Allvue Investment Management: what it does well

  • Tracks real-time positions and portfolio exposures.
  • Includes covenant tracking and issuer-level risk analytics.
  • Supports private debt, CLOs, and other credit strategies.
  • Offers customizable reporting and configurable alerts.
  • Connects with Allvue workflow and accounting products.

What to know first

  • Pricing is available only on request.
  • Listed platforms are web and extension.

Black Diamond Wealth Solutions: what it does well

  • Portfolio reporting, allocation, risk, and tax-lot tools
  • Branded client portal with configurable portfolio views
  • Integrations include Pershing, Fidelity, Salesforce, and eMoney
  • Compliance tools include transaction surveillance and case management

What to know first

  • No free plan
  • Pricing is available by request
  • No desktop application is listed

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