Side by side
Allvue Investment Management vs Relate Fundraising CRM
Both stand on investor relationship management software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
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 Free plan AndroidAPIExtension+5
Relate brings investor pipeline, email and team context into one workspace, with integrations for scheduling and notifications. Check the free history limit and the desktop and mobile access options before choosing a plan.
Visit Relate Fundraising CRMThe facts
| Allvue Investment Management | Relate Fundraising CRM | |
|---|---|---|
| Free plan | Not published | Yes |
| Open source | Not published | Not published |
| Runs on | Extension, Web | Android, API, Extension, iPhone, Linux, Mac, Web, Windows |
| Lowest paid plan | Free or on request | Personal Pro (annual): $12 a month |
| Plans published | 1 | 7 |
| Maker | Allvue Investment Management | Not published |
| Website | allvuesystems.com | relate.so |
| On investor relationship management software | #12 of 25 | #3 of 25 |
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.
Relate Fundraising CRM: what it does well
- Tracks investor deals and conversations in one place.
- Syncs email both ways and supports sending messages.
- Slack can receive CRM notifications.
- Connects to more than 4,000 apps through Zapier.
What to know first
- Free plans retain email and notes for 30 days.
- Linux is not officially supported.
- Mobile access uses browser-based progressive web app.
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