Allocare AMS
Allocare AMS: A broad portfolio and wealth-management system for institutions with complex, multi-asset needs. Ranked #44 of 81 in Portfolio Management Software by our editors (5.0/10); pricing: Pricing on request; best for institutional teams managing complex multi-asset portfolios.
At a glance
- Editor score5.0 / 10
- PricingPricing on request
- Best forInstitutional teams managing complex multi-asset portfolios
- Asset class coverageMulti_asset_alternatives
- Founded2001 · Altishofen, Switzerland
- Facts checked24 Sep 2026
Where it wins
- Combines performance, attribution, risk, orders, compliance, and reconciliation
- Supports VaR, scenarios, stress tests, and model-portfolio rebalancing
- Connects with custodian banks, market-data providers, and core banking systems
Where it doesn't
- Pricing is contact-sales based
- SaaS is described separately as Allocare CLOUD, based on AMS and WEB
- Its broad institutional scope may exceed simpler portfolio-management needs
Our verdict on Allocare AMS
Allocare AMS is portfolio and wealth-management software for asset and fund managers, banks, family offices, and related financial institutions. It brings customer, portfolio, and instrument data management together with analysis, order workflows, compliance, transaction handling, reporting, and fee billing. Its multi-asset scope includes complex asset structures, making it relevant to institutional teams that need more than performance tracking or allocation analysis alone.
The product covers a substantial investment workflow: performance calculations include TWR, MWR, and IRR; risk tools include VaR calculations, scenarios, and stress tests; and attribution and contribution analysis help break down portfolio results. Order management includes pre- and post-trade checks and model-portfolio rebalancing. Compliance rules, automated checks, breach workflows, and audit trails sit alongside transaction loading, matching, and reconciliation. Customizable reports, dashboards, consolidated asset reports, and automated management-fee calculations with invoice generation extend the system into operational reporting and billing.
Allocare AMS connects to custodian banks, market-data providers, and core banking systems, a fit for organizations whose portfolio operations depend on these external sources. It is cloud-enabled, while the vendor describes its SaaS offering as Allocare CLOUD, based on AMS and WEB. The software is offered for web and lists email and phone support; its compliance posture includes GDPR. Pricing is contact-sales based, so buyers should expect to discuss requirements rather than choose from a published plan menu. AMS is best suited to mid-market and enterprise institutions seeking an integrated, broad portfolio workflow; teams wanting a simpler tool or public self-serve pricing should consider alternatives.
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Allocare AMS pricing
Allocare AMS fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Asset class coverage | Multi_asset_alternatives |
| Performance reporting | Yes |
| Allocation analysis | Yes |
| Risk analysis | Yes |
| Tax-lot tracking | Not verified |
| Maximum portfolios | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | GDPR |
| Support | Email, Phone |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 3 integrations: Custodian banks, Market-data providers, Core banking systems |
| Pricing | Pricing on request |
| Website | allocare.com |
| Facts checked | 24 Sep 2026 |
Allocare AMS integrations
Allocare AMS lists 3 integrations on its own site.
- Custodian banks
- Market-data providers
- Core banking systems
Alternatives to Allocare AMS
- BlackRock AladdinA multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.9.4
- Bloomberg AIMA broad portfolio and operations platform for enterprise investment managers.9.3
- Morningstar OfficeA mature advisor platform combining portfolio operations, reporting, research, and billing.9.2
See all Allocare AMS alternatives →
Also Ranked In
Allocare AMS is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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