• Private Equity

    Private equity and venture capital managers

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    Private debt, CLOs, and public credit

  • Fund Administrators

    Fund administrators serving private capital

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Data Management

Back Office

Data Management

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NEW

Allvue + PFA Solutions

Credit Research
Solutions

Integrated research and portfolio management solution that empowers scalable monitoring and strategic portfolio decision-making

SCHEDULE A DEMO READ BROCHURE

Streamlined research solution that lets you unify your investment data

Research and portfolio management workflows are tedious and inefficient when utilizing spreadsheets and various disconnected systems and data sources. Allvue’s advanced credit research management solutions streamline the collection and distribution of your firm’s research and investment decisions—with the ability to integrate into your trading activities. With Allvue, investment managers have the necessary tools for comprehensive risk management and asset allocation allowing them to enhance operation efficiency and minimize credit risk.

Streamlined deal process

Shift from Excel to Allvue’s research and portfolio management solution for streamlined pipeline tracking and asset allocation, enabling more informed investment decisions.

Unified source of truth

Centralize all portfolio and deal-related information into one platform for comprehensive dashboards and reporting. This unified data enhances stakeholder collaboration and allows users to oversee investment portfolios seamlessly.

Integrated research

Foster continuous innovation with a platform that scales with workflows processes that remain up-to-date and uninterrupted. Integration with other Allvue modules and third-party solutions provide a comprehensive toolset, specifically tailored for managing credit investments.

Delivering meaningful portfolio data

Allvue can help you easily aggregate data and analyze performance in a single solution, simplifying your portfolio management workflow. Allvue’s credit research solutions can deliver truly meaningful portfolio data, helping to boost efficiency and transparency, and streamline decision making. Investment managers benefit from a streamlined process that enhances their strategic research and portfolio management efforts.

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Credit Research Solutions
Features & Benefits

  • 01

    Data integrity management

    Centralize and simplify data analysis across multiple strategies, portfolios, and asset types while ensuring reliability of data by easily addressing missing or incomplete information quickly.

  • 02

    Informed decision making

    Combine third-party, accounting, and trade data with financial models to unlock insights into investment performance and leverage self-service reporting tools.

  • 03

    Investment pipeline automation

    Streamline your investment pipeline by automating review, decision-making, approval, and monitoring processes, designed to meet the unique needs of credit research pain points.

  • 04

    Comprehensive reporting and analysis

    Effectively gather, structure, and report analyst credit and industry commentary, underwriting analysis, investment rationale, and related attachments with ease.

  • 05

    Real-time monitoring

    Set up customized alerts to receive real-time notifications on key events, including watchlist credits and securities.

  • 06

    Deal history tracker

    Gain access to a fully audited history of all reviewed deals, providing essential insights for making superior investment decisions.

Leverage
Allvue's suite of solutions

Allvue`s Credit Research Solutions are designed to streamline the collection, distribution, and monitoring of your firm’s research and investment decisions. Seamlessly integrate this solution with your Portfolio Management and trading activities, leveraging extensive capabilities and data through integration with Allvue’s other modules and third-party systems.

Pipeline management

Gain valuable relationship insights by tracking potential investors and deals across all contact points.

Compliance

Maintain compliance at every stage of trading with a management solution that integrates up-to-date exposure and market data.

Trade order management

Optimize and simplify daily trading workflows across asset classes to enhance trading efficiency.

Discover our award-winning private capital solutions

How does Allvue compare to other credit research solutions? As credit portfolios grow and strategies evolve, fund managers require sophisticated solutions to manage the inherent complexity associated with this asset class. Allvue's software covers the full investment management lifecycle and provides the flexibility to grow as you grow.

  • End-to-end, front-to-back office solution with built-in industry best practices and flexible deployment
  • Centralized home for your data management with standardized reports and customized dashboards
  • Flexible workflows to meet your unique needs—from out-of-the-box solutions to highly customized configurations
  • Driven by the largest funds to meet the evolving needs of top-ranked credit managers

Discover our award-winning
private capital solutions

Allvue allowed Albacore to take control of their systems to help grow their business

“We pride ourselves on our market agility… and require a technology partner that supports not only flexible workflow systems but one that continually optimizes its offerings… We consider Allvue as a strong pillar of our technology base that will support our growth with efficiency and innovation at the core.”

Matthew Courey
Associate Director, Polaris

READ THE CASE STUDY

Learn more

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Allvue saves us days. I’m not even talking hours— it saves us days.

Susan Gillick
President, Standish Management

Allvue’s software is trusted by private equity, venture capital, private credit, CLOs, and fund administrators globally.

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