Insurance Companies

Comprehensive tools for private debt, private equity, secondaries, and more

Invest and allocate
confidently

Allvue provides a fully-integrated set of solutions for Insurance companies who invest in alternatives investments, both on behalf of themselves and for their clients, directly and through third-party fund commitments.

Designed for the needs of insurance companies

Our platform can easily handle the most complex of private capital investment processes and can help guide users through industry best practices.

End-to-end investment lifecycle coverage

From front-to back-office processes, our streamlined workflow and centralized data management tools support the entire credit investment lifecycle.

Real-time analytics for rapid decision-making

Our platform incorporates real-time data analytics through customized dashboards and reports for faster decision-making and portfolio allocation optimization.

How we can help insurance companies

Portfolio Management

All of the information that a Portfolio Manager needs delivered in easy-to-use dashboards and interactive reports.

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Research Management

Streamline how your organization conducts research and easily integrate your findings into investment and trading tools.

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Investor & Investment Management

Capitalize on every opportunity with software built to help Investor Relations professionals maximize their relationships.

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Investment Accounting

Track all investments with a browser-based accounting software module that offers easy deployment, scalability and maintenance.

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Fund Accounting

Streamline how your firm conducts research and easily integrate your findings into investment and trading tools.

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Investor Portal

Transform your investors’ digital experience with a branded look and feed, customizable dashboards, and secure document sharing.

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Pipeline Management

Get key relationship insights by tracking potential investors and deals across all points of contact.

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Trade Order Management

Get efficiency and transparency from your trade order solution and streamline daily workflows across any asset class.

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Compliance

Meet banking compliance standards at all stages of trading with a compliance management solution that integrates up-to-date exposure and market data.

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Delivering meaningful portfolio data

See how Allvue can help you easily aggregate data and analyze portfolio performance in a single solution, simplifying your portfolio management workflow. Allvue’s Private Debt solution set can deliver truly meaningful portfolio data, helping to boost efficiency and transparency, and streamline decision making.

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Optimizing deal management

Allvue’s solution set can help private debt fund managers streamline and optimize their deal management workflows. Our platform allows you to better manage your deal workflow, track deal-level metrics, and manage events and analyst actions, all through a single end-to-end system that lets you manage the complete deal lifecycle in one place.

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Automating financial and covenant tracking

Learn how Allvue’s Private Capital software solution set can help automate financial and covenant tracking, allowing fund managers to better track and more easily analyze deal-level financials and automatically calculate and monitor covenants.

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The power of a consolidated back office

Allvue’s Consolidated Back Office solution, which combines our industry-leading Investment Accounting offering and our award-winning Fund Accounting solution into a single platform, can meaningfully streamline and de-risk the process of posting your accounting results on a monthly basis.

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How does Allvue compare to other private capital software solutions?

As debt investment grows and strategies evolve, lenders require sophisticated solutions to manage the inherent complexity associated with private placements. Allvue's private credit software covers the full deal lifecycle and provides the flexibility to grow as your investments grow.

End-to-end, front-to-back-office solution with built-in industry best practices and flexible deployment
Centralized home for your data 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

Allvue’s impact by the numbers

Trusted by private equity, venture capital, private credit, and CLO firms across the globe

6 of 10

of the top private debt managers use Allvue's credit solutions

8 of 10

of the top CLO managers use Allvue's CLO software solutions

400+

private capital managers use Allvue's alternative investments software solution

“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
Founding Partner & COO, AlbaCore Capital Group

READ THE CASE STUDY