Allvue Systems

Alternative-investment software with investor portal, CRM and fundraising pipeline

Overview

Allvue Systems sells software to alternative-investment managers covering fund accounting, portfolio management and investor relations. It reports about 21,000 funds and more than US$8.5 trillion of assets tracked on its platforms and more than 500 clients worldwide[9].

Its investor-relations products include an investor portal and CRM, a client hub, and a fundraising pipeline and portal[9]. Allvue also acquired PFA Solutions, whose product it now sells as FirmView[9]. For fund managers already using Allvue for fund accounting or credit portfolio management, the IR modules draw investor capital-account data from the same system, which reduces reconciliation between the accounting book and what LPs see in the portal. That integration is Allvue’s main argument against standalone IR tools. The IR modules are a smaller part of a broad platform, Allvue does not publish prices or ownership on its home page, and firms looking only for an LP CRM may find specialist tools simpler[9].

Allvue Systems features

  • Investor portal and CRM
  • Client hub
  • Fundraising pipeline and portal
  • Integration with fund accounting
  • FirmView (from PFA Solutions)

Allvue Systems pricing

Quote-based; no published prices.

Allvue Systems strengths and limitations

Strengths

  • IR tied to fund accounting data
  • Large asset base on platform
  • Fundraising portal included
  • Broad alternative-asset coverage

Limitations

  • IR is a small part of a broad suite
  • No published pricing
  • Ownership not stated on site
  • Heavier than standalone LP CRMs

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