Allvue - 2025 Pricing, Features, Reviews & Alternatives

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.