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aama.io vs Allocate

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aama.io

6.8#1 in property investment management softwareFrom $1,500 a month
AndroidiOSWebAPI
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What both publish

Factaama.ioAllocate
Founded20222021
IntegrationsThe maker says APIs connect to banking systems, custodians, CRM tools and accounting software, with data import and export in multiple formats.Allocate says it integrates with major third-party wealth reporting systems but does not name them on the page opened.
SupportThe pricing FAQ says Starter plans include email support with a 24-hour response time, Growth adds priority email support and scheduled consultations, and Pro includes 24/7 support and a dedicated account manager.The contact page says a team member responds to inquiries and offers a 30-minute introductory call followed by a platform walkthrough tailored to the firm.

aama.io plans

  • Syndicate SPV$2.50, paid once
  • Fund Administrators$1,500 a month
  • Single SPV$4,900, paid once
  • Fund manager subscriptions—
  • PlatformPriced on request

Allocate plans

  • Custom pricingPriced on request

Pick aama.io if…

It suits PE and VC managers, private credit managers, family offices, boutique fund administrators, and SPV or syndicate leads needing fund workflows and investor access in one platform. It may also suit teams working with the listed fund structures and accounting standards.

Pick Allocate if…

It suits wealth advisory firms, including RIAs, and asset managers seeking private-markets workflows for the wealth channel. The feeder infrastructure is described as most valuable when aggregate investor interest is at least $10 million.

Charts they share