Allvue LP Portfolio Management vs. Zywave PlanAdvisor

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Allvue LP Portfolio Management
Score 9.0 out of 10
N/A
Allvue’s LP Portfolio Management solution is a platform designed to enable Limited Partners/Investors to perform front-middle-, and back-office activities within a single unified environment. It blends functionalities of CRM, Deal Tracking and Analysis, Portfolio Management and Analysis, Reporting, and Investment Accounting into a single product. Users can manage multiple alternative asset classes, track new opportunities, generate and analyze performance figures, perform detailed analysis of…N/A
PlanAdvisor
Score 10.0 out of 10
N/A
Zywave in Milwaukee offers PlanAdvisor, a healthcare plan design toolkit and employee decision support tool so policyholders can better understand their costs and control their health care spending.N/A
Pricing
Allvue LP Portfolio ManagementZywave PlanAdvisor
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Allvue LP Portfolio ManagementPlanAdvisor
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Allvue LP Portfolio ManagementZywave PlanAdvisor
Top Pros

No answers on this topic

Top Cons

No answers on this topic

Best Alternatives
Allvue LP Portfolio ManagementZywave PlanAdvisor
Small Businesses

No answers on this topic

Justworks
Justworks
Score 7.8 out of 10
Medium-sized Companies

No answers on this topic

Paypro Workforce Management
Paypro Workforce Management
Score 9.5 out of 10
Enterprises

No answers on this topic

Infor Human Resources
Infor Human Resources
Score 7.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Allvue LP Portfolio ManagementZywave PlanAdvisor
Likelihood to Recommend
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
Allvue LP Portfolio ManagementZywave PlanAdvisor
Likelihood to Recommend
Allvue Systems
No answers on this topic
Zywave
We utilize only one of the four components available because the other three are either too time consuming for what you get or just don't deliver what we need. The renewal estimator is the real star here and worth the cost of the tool (even if you don't use the other components, although we hope Zywave PlanAdvisor puts some money/time here to further develop them). It accurately projects renewals which help employers budget as they prepare for renewal. It is invaluable in our marketing and carrier negotiations because it is a an underwriting tool with the science and language that will speak to an underwriter... it's not a best guess, but accurate and respectable analytics.
Read full review
Pros
Allvue Systems
No answers on this topic
Zywave
  • Renewal projection - forecasting renewal rates is accurate and has been very beneficial to our clients and business.
  • Single period report is decent, but not as user friendly as we'd like it to be. It really only works with certain carriers.
Read full review
Cons
Allvue Systems
No answers on this topic
Zywave
  • Single Period Report: We hoped it would be like a "DMW lite" but it is only usable with a few carriers, and it's clunky/time consuming to use. We stopped using it.
  • Plan Modeler: It's a good idea, but we don't use it much. It needs more development and modeling options.
  • Plan Selector: It's a good idea, but it's too time consuming to add the info. If we could import it easily, we'd use it much more.
Read full review
Return on Investment
Allvue Systems
No answers on this topic
Zywave
  • The renewal estimator has helped us win new business!
  • The renewal estimator has successfully helped us with marketing and carrier negotiations, i.e., it holds weight with underwriters and is hard to argue against.
  • The renewal estimator has helped us prepare our clients for their upcoming renewal by forecasting cost changes well in advance so that there are no major shocks or surprises.
Read full review
ScreenShots