Allocate
5.5#24 in fund administration softwareWeb
VisitAllocate vs Keel
What both publish
| Fact | Allocate | Keel |
|---|---|---|
| Integrations | Allocate says it integrates with major third-party wealth reporting systems but does not name them on the page opened. | Plaid is used as the optional bank-data aggregation provider for connected-account reconciliation. |
| Security controls | Allocate says it uses role-based access controls, encrypts data at rest with AES-256-GCM and in transit with TLS 1.2/1.3, and enforces MFA when available. | Keel states that it uses TLS, AES-256-GCM application-layer encryption for sensitive fields, mandatory MFA, role-based access, tenant isolation and bounded sessions. |
| Support | 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. | The site invites users to email [email protected] for security diligence questions and says a demo can be booked at [email protected]. |
Allocate plans
- Custom pricingPriced on request
Keel plans
- FreeFree
- Starter£350 a month
- Single Fund£799 a month
- Multi-Fund£1,999 a month
- Enterprise$6,000 a month
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.
Pick Keel if…
Keel is intended for private equity, venture capital, family office, search fund, and independent sponsor operations. Its investor portal and fund workflows may suit managers administering single-entity funds today.