About Allvue

Allvue is an investment management software designed to help commercial banks, private equity firms, fund administrators and collateralized loan obligation (CLO) managers handle asset servicing, fund accounting, compliance, business intelligence, and portfolio monitoring, among other processes. Supervisors can integrate data from various sources in the form of reports to gain visibility into investment exposures or risks, asset allocation metrics, and portfolio summary on a unified platform.

Allvue's trade order management system allows fund administrators to streamline workflows associated with asset classes such as bonds, bank debts, equities, foreign exchange (FX), and more. It enables firms to ensure compliance across multiple stages of the trade lifecycle including hypothetical testing, trade allocation, and portfolio monitoring using configurable rules and a test library. The research management module also lets organizations automate investment pipelines, identify missing data, and access an audited history of reviewed deals.

Allvue helps commercial banks calculate accruals, generate reports by pre-calculating and storing data, and monitor past or upcoming events and commitment details in the form of graphs or charts. The pipeline management platform also helps fund administrators track potential investors or deals using emails, contacts, conversations, meetings, and more.

Key benefits of Allvue

Allvue is a provider of fully integrated front-to-back multi-asset class solutions for alternative investment managers.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Images

Allvue portfolio management
Allvue dashboard
Allvue trade management
Allvue deal flow dashboard
View 5 more
Allvue screenshot: Allvue portfolio management Allvue screenshot: Allvue dashboard Allvue screenshot: Allvue trade management Allvue screenshot: Allvue deal flow dashboard

Features

Total features of Allvue: 33

  • "What If" Scenarios
  • API
  • Activity Dashboard
  • Activity Tracking
  • Asset Management
  • Audit Trail
  • Balance Sheet
  • Bank Reconciliation
  • Benchmarking
  • Billing & Invoicing
  • Business Intelligence
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • General Ledger
  • Lead Management
  • Monitoring
  • Multi-Company
  • Order Management
  • Performance Metrics
  • Pipeline Management
  • Portfolio Management
  • Profitability Analysis
  • Reporting & Statistics
  • Scenario Planning
  • Strategic Planning
  • Third Party Integration
  • Visual Analytics
  • Workflow Management

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Reviews

Overall rating

5 /5
(1)
Value for Money
5/5
Features
5/5
Ease of Use
5/5
Customer Support
4/5

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Joseph G.
Overall rating
  • Industry: Banking
  • Company size: 5 001-10 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

True One-stop Shop for Portfolio Management

Reviewed on 2021/02/04

Smooth and easy implementation, system uptime is excellent- never had a problem with it not working...

Smooth and easy implementation, system uptime is excellent- never had a problem with it not working as expected, true integration of all portfolio processes, smooth integration with Moody’s and other tools, a real one-stop shop for managing our portfolios.

Pros

With the Allvue solution we save enormous amounts of time—tasks that used to take hours get done in minutes—and best of all for us, our team members don’t have to be concentrated in one place. Integration was the most important factor for us, and now because of Covid our teams are working from home and the ability for us to quickly move deals forward regardless of location or time zone has resulted in a big improvement in our internal processes.
Bottom line is that Allvue’s system has streamlined these processes for us- data gets automatically uploaded and with the click of a button we get the data aggregated, with any calculations done automatically. The system is also configurable and allows us to customize reporting—we can generate multiple types of reports based on investor requests, which we’ve gotten a lot of since Covid happened. Finally, from a technical perspective Allvue’s system has excellent uptime—we’ve never had a problem being able to access it—and again, our folks are located all over the place. Also, the implementation process went very smoothly—the Allvue team really listened to our needs and developed a plan and timeframe that they stuck to, and this helped manage expectations throughout the firm. Overall, it was an excellent experience and the system has exceeded our expectations in terms of how we’ve been able to streamline work and move more quickly when it comes to jumping on deals

Cons

There is nothing on the product that we do not like.

Allvue FAQs

Below are some frequently asked questions for Allvue.

Allvue offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Not Available

Please contact Allvue Systems directly for pricing information.

Allvue offers the following features:

  • "What If" Scenarios
  • Activity Tracking
  • Asset Management
  • Audit Trail
  • Balance Sheet
  • Bank Reconciliation
  • Benchmarking
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Dashboard
  • Data Import/Export
  • General Ledger
  • Internal Controls Management
  • Key Performance Indicators
  • Lead Management
  • Market Analysis
  • Marketing Management
  • Multi-Company
  • Order Management
  • Performance Metrics
  • Portfolio Management
  • Profitability Analysis
  • Reporting
  • Scenario Planning
  • Strategic Planning
  • Visual Analytics
  • Workflow Management

Allvue has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Allvue supports the following languages:

English

We do not have any information about what devices Allvue supports

We do not have any information about what integrations Allvue has

Allvue offers the following support options:

Phone Support, Online Support

Related categories

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