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Allvue Reviews & Product Details

Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes.

Seller

Allvue Systems

Discussions

Allvue Community

Languages Supported

English

Product Description

Allvue Systems offers a comprehensive suite of AI-powered, cloud-based investment management solutions tailored for private capital managers, including private equity, venture capital, private debt, and CLO firms. Their integrated platform supports the entire investment lifecycle, from fundraising and portfolio management to accounting and investor reporting, enabling firms to streamline operations, enhance data accuracy, and scale efficiently. Key Features and Functionality: - Fund Accounting: Provides a multi-currency ledger and cash management capabilities to streamline accounting processes. - Investment Accounting: Ensures accuracy and compliance with built-in checks and validation across every transaction. - Investor Portal: Delivers essential data to limited partners through seamless integration with accounting and CRM modules. - Portfolio Management: Offers real-time dashboards and interactive reports for comprehensive, up-to-date investment insights. - Trade Order Management: Organizes and streamlines daily workflows associated with trading various asset classes, ensuring efficiency and compliance. - Research Management: Centralizes research data, automates workflows, and enhances collaboration among investment teams. - Nexius Data Platform: An AI-ready, intelligent data platform that unifies investment data, automates workflows, and provides real-time analytics. Primary Value and Solutions Provided: Allvue's integrated solutions address the complexities of managing alternative investments by eliminating data silos, automating manual processes, and providing real-time insights. This empowers investment firms to make informed decisions, enhance operational efficiency, and effectively scale their businesses. By offering a unified platform that supports the full fund lifecycle, Allvue enables clients to focus on high-value activities and long-term growth.

Overview by

Jackie Chao

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TI

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

9/6/2023

"Review of Allvue Systems and Its Products and Services"

5/5

What do you like best about Allvue?

Easy to use and intuitive interface

Wide range of features and functionality

Scalable to meet the needs of any organization

Cloud-based for easy access and use

Good customer support Review collected by and hosted on G2.com.

What do you dislike about Allvue?

Can be expensive for small businesses

Some features may be too complex for some users

Not as well-known as some of the other investment management software providers Review collected by and hosted on G2.com.

What problems is Allvue solving and how is that benefiting you?

Efficiency: Allvue Systems can help investment managers to automate many of the tasks involved in investment management, such as data entry, reporting, and compliance. This can free up their time so that they can focus on more strategic activities.

Compliance: Allvue Systems can help investment managers to ensure that they are compliant with all relevant regulations. This can help to protect them from legal liability and financial penalties.

Risk management: Allvue Systems can help investment managers to identify and manage risks in their portfolios. This can help to protect their clients' investments.

Data analysis: Allvue Systems can help investment managers to analyze their data and identify trends and opportunities. This can help them to make better investment decisions.

Collaboration: Allvue Systems can help investment managers to collaborate with each other and with their clients. This can improve communication and decision-making.

Overall, Allvue Systems is a powerful tool that can help investment managers to improve their efficiency, compliance, risk management, data analysis, and collaboration. Review collected by and hosted on G2.com.

DB

David B.

Software Account Clerk

Small-Business (50 or fewer emp.)

4/25/2023

"Allvue Software is a game changer for our reporting"

5/5

What do you like best about Allvue?

Allvue has a solid reporting module and makes all the fund allocations appropriate. Allvue integrate and offers reporting templates for quarter ends. Review collected by and hosted on G2.com.

What do you dislike about Allvue?

It is an expensive solution and heavy, and may have some limited access on the cloud version. Review collected by and hosted on G2.com.

JG

Joseph G.

Director Technical Program Management

2/4/2021

"True One-stop Shop for Portfolio Management"

5/5

What do you like best about Allvue?

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. Review collected by and hosted on G2.com.

What do you dislike about Allvue?

There is nothing to dislike about how Allvue works and treats its customers. Review collected by and hosted on G2.com.