Easefolio® vs Allvue
Institutional depth, without the consultant-led install.
Allvue is a powerful, modular platform for institutional private equity and private credit. It is also sold and installed like enterprise software: sales-led, consultant-implemented, and priced for billion-dollar back offices. Easefolio puts modern fund accounting and a live LP portal in one platform your own team runs, operational in days.
Choose Easefolio if...
- You want to be operational in days, not after a consultant-led implementation
- Your portfolio spans multiple asset classes, including crypto and public markets
- You want your ledger and LP portal in one platform, not bolted-together modules
- Your team should be able to run the system without dedicated platform accountants
Allvue is the right call if...
- You're an institutional PE or private credit shop with a dedicated back office
- You need specialized private credit workflows at enterprise scale
- You have the budget and timeline for a consultant-led implementation
Head to head
The capabilities that decide it.
| Easefolio® | Allvue | |
|---|---|---|
| Built for | YesModern multi-asset funds of any size | PartialInstitutional PE & private credit |
| Self-serve sign-up | YesCreate an account and go | NoSales-led enterprise process |
| Onboarding time | YesOperational in days | NoMonths, consultant-led |
| Open-end fund support (rolling subs & redemptions) | YesNative, built for continuous capital flows | PartialClosed-end PE & credit focus |
| Real-time NAV & positions | YesLive, any cadence you set | PartialBatch and periodic processing |
| Live LP portal | YesIncluded, ledger and portal in one platform | PartialSeparate add-on module |
| Usable without dedicated accountants | YesGPs, ops, and LPs get views they can use | NoAssumes a trained back office |
| Crypto & digital assets | YesNative, alongside every other asset class | PartialLimited |
| Fund size minimums | YesNone, emerging managers welcome | NoEnterprise contracts |
| Transparent pricing | YesPublished, predictable | NoCustom quotes |
Comparison based on publicly available information and user reviews as of July 2026. Capabilities may change; verify details with each vendor. Allvue is a trademark of Allvue Systems, LLC.
Why managers switch
Three reasons funds choose Easefolio over Allvue.
01
Days, not a project plan
Enterprise platforms are sold with implementation teams because they need them: months of configuration before first value. Easefolio imports your data and is operational in days, run by your own team, with no implementation fee.
02
One platform, not modules
Allvue is modular by design: accounting here, portfolio monitoring there, an investor portal as an add-on. Easefolio keeps the ledger and the live LP portal in one system, so your books and what your investors see are never out of sync.
03
Built for lean teams too
Allvue assumes trained specialists drive it. Easefolio automates the bookkeeping underneath and gives GPs, ops, and LPs live views they can actually use; institutional rigor shouldn't require an institutional headcount.
Switching is the easy part
From signed to fully operational in days, not quarters.
Step 1
Import your history
We migrate investor records, ownership history, and transaction data from your current platform's exports and spreadsheets.
Step 2
Run in parallel
Reconcile Easefolio against your current books for one cycle. You cut over only when the numbers match.
Step 3
Invite your LPs
Your investors get a live portal from day one: holdings, documents, and performance, always current.
Get started
See your fund in Easefolio.
Bring your fund structure to a 30-minute demo. We'll show you exactly how it maps, and where the time goes back into your week.