Allocations Overview

Allocations is a specialized fund accounting software designed to help organizations manage their financial resources effectively and ensure compliance with regulatory requirements. This platform provides comprehensive tools for tracking, managing, and reporting on funds, enabling organizations to maintain transparency and accountability in their financial operations. With Allocations, users can easily create budgets, monitor expenditures, and generate detailed financial reports that provide insights into fund performance. The software features automated workflows that streamline the accounting process, reducing manual effort and enhancing accuracy. Additionally, Allocations supports multi-fund tracking, allowing organizations to manage different funds concurrently while ensuring that each is compliant with specific regulations. The platform’s user-friendly interface promotes ease of use for accounting professionals, enhancing engagement and productivity. By optimizing fund accounting processes, Allocations empowers organizations to improve financial management, enhance reporting capabilities, and achieve their financial goals.

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Contact Details

  • Vendor Name Allocations Fund Administration
  • Founded
  • Location United States

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Accounting, Education Management, Financial Services, Non-profit Organization Management, Religious Institutions

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Allocations Features

  • Arrow Icon Vesting Management
  • Arrow Icon Cap Table Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Document Storage
  • Arrow Icon Financial Modeling
  • Arrow Icon Valuation Management
  • Arrow Icon Private Equity
  • Arrow Icon Deal Management
  • Arrow Icon Public Equity
  • Arrow Icon Client Portal
  • Arrow Icon CRM
  • Arrow Icon Compliance Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Investor Reporting
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Partnership Accounting
  • Arrow Icon Income & Balance Sheet
  • Arrow Icon Accounts Receivable
  • Arrow Icon Expense Tracking
  • Arrow Icon Financial Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Donation Tracking
  • Arrow Icon Payroll Management
  • Arrow Icon Accounts Payable
  • Arrow Icon Financial Reporting
  • Arrow Icon Real-Time Reporting
  • Arrow Icon Compliance Management
  • Arrow Icon Purchasing & Receiving
  • Arrow Icon Activity Dashboard
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Donor Management

Allocations Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Allocations FAQs

Allocations is a specialized fund accounting software designed to help organizations manage their financial resources effectively and ensure compliance with regulatory requirements. This platform provides comprehensive tools for tracking, managing, and reporting on funds, enabling organizations to maintain transparency and accountability in their financial operations. With Allocations, users can easily create budgets, monitor expenditures, and generate detailed financial reports that provide insights into fund performance. The software features automated workflows that streamline the accounting process, reducing manual effort and enhancing accuracy. Additionally, Allocations supports multi-fund tracking, allowing organizations to manage different funds concurrently while ensuring that each is compliant with specific regulations. The platform’s user-friendly interface promotes ease of use for accounting professionals, enhancing engagement and productivity. By optimizing fund accounting processes, Allocations empowers organizations to improve financial management, enhance reporting capabilities, and achieve their financial goals.

  • No, Allocations does not offer a free version.

  • Yes, Allocations offers a free trial.

  • No, Credit Card details are not required for the Allocations trial.

  • No, Allocations does not offer an API.

  • Allocations supports the following languages:
    • English

  • Following are the typical users of the Allocations:
    • Self-Employed , Small-Business , Midsize-Business

  • Allocations supports the following deployment:
    • Cloud Hosted

  • Allocations supports the following devices and operating systems:
    • Web-Based