# Allocator Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Allocator Software - reviews, pricing plans, popular comparisons to other Investment Management products and more.

Source: https://www.capterra.com/p/197975/Allocator

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# 

 Allocator Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)

Allocator

## What is Allocator?

Allocator operates a data network that allows allocators investing in Hedge Funds & Private Capital Funds to easily collect documentation and data from both invested funds and those they are performing due diligence on. Our platform is comprised of tools to perform pre-investment research and manager due diligence by accessing a combination of our own fund manager communities' data and major third party databases such as HFR, HFM, Eurekahedge, Morningstar & Pitchbook.

## What is Allocator used for?

[Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[Financial Risk Management](https://www.capterra.com/financial-risk-management-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

£15000

Per User, Per Year

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Allocator?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.allocator.com&name=Allocator)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Allocator

0.0

VS.

[4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/)

Starting Price

£15000

Per User, Per Year

Starting Price

$3000

Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.2 (251)

Value For Money

0.0 (0)

Value For Money

4.0 (241)

Customer Service

0.0 (0)

Customer Service

4.4 (247)

## Allocator alternatives

[4.7 (15)](https://www.capterra.com/p/110568/FundCount/reviews/)

Starting price

$24000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/)

[4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/)

Highest Rated

[Unity](https://www.capterra.com/p/275057/Unity/)

[5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews)

Starting price

$3500.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/275057/Unity/)

[Allvue](https://www.capterra.com/p/122634/Allvue-Systems/)

[5.0 (1)](https://www.capterra.com/p/122634/Allvue-Systems/#reviews)

Starting price

$1.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/122634/Allvue-Systems/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Benchmarking

Compare key metrics for the business against prominent players in the industry

Contact Management

Manage, organize, and store contact information

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Allocator 23 features

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

A record of all activities within the system, including user access, changes made, etc.

Compare key metrics for the business against prominent players in the industry

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Import and export data to and from software applications

Ability to handle large datasets

Store, manage, and track all electronic documents in a centralized location

Track collected or paid charges for services performed or access granted

Designed for Hedge Funds

Used by financial advisors and money managers

Used by retail investors and active traders/day traders

Manage allocation and performance of financial assets

Studying and analyzing the performance of financial assets like stocks, mutual funds & bonds to create a list of well-performing assets

Monitor capital allocation and asset prices over time

Compile and report on all investor activities

Observe and track the demand, usage, progress or quality of a system, product, or user

Monitor and analyze the performance and status of a server or system/application

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Measure and assess the performance of investments

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Reallocation of assets to reflect changing investment goals or market conditions

Get Advice

We can help you find the software with the features you need.

## Pricing

Free Trial

Basic

£15,000

Per User,Per Year

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

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[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

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