By: Megann Freston
Director of Product Marketing
December 5, 2024
In a rapidly evolving industry, emerging fund administrators face unique challenges: attracting new clients, delivering excellent service, and scaling efficiently to meet increasing demands. Recognizing these needs, Allvue Systems is excited to introduce Fund Administration Essentials – a suite of fully integrated, scalable tools designed to streamline operations and elevate the investor experience.
Why Fund Administration Essentials?
Fund Administration Essentials is tailored specifically for growing fund administrators who seek to differentiate themselves in a competitive market. With an emphasis on efficiency, scalability, and enhanced client relationships, our solution helps administrators boost productivity and transparency, reduce manual processes, and deliver top-tier service to their investors.
Key Benefits and Features:
- Automated Fund Accounting Workflows
Automate your back-office accounting processes with a centralized platform for partnership accounting, detailed financial statement reporting, a multi-currency general ledger, cash management, and industry standard accounting workflows.
- Streamlined Workflows – Automate manual complex processes like carried interest waterfall calculations, equity pickups, and debt interest accruals to eliminate the need for spreadsheets.
- Financial Statement Reporting – Reduce your quarter-end reporting cycle, helping you deliver timely presentation quality reports to your investors.
- Automated Client Onboarding – Leverage our Data Migration Tool for an automated onboarding process to get your clients up and running quickly.
- Enhanced Investor Experience
Stand out with a customizable investor portal that provides a tailored, transparent experience. Transform your investors’ digital experience and investor partnerships with a branded investor portal, customizable investor dashboards, and a best-in-class investor communication tool.
- Automated Notice Generation – Automatically generate investor statements for capital calls and distributions in minutes and easily distribute investor and marketing communications via email or through the investor portal.
- Comprehensive White Labeling – Easily customize branding, colors, images, logos, and permissioning capabilities to create personalized investor quarterly reports for a professional investor experience.
- Self-Service Reporting and Dashboards – Share financial data effortlessly and deepen investor relations via comprehensive investor reporting, boosting investor satisfaction and cutting down on ad-hoc data requests.
Industry Perspective: A Growing Need for Technology Solutions
With over 75% of private capital firms in the U.S. and 60% in Europe outsourcing fund administration, the demand for efficient, transparent solutions has surged. Allvue’s Fund Administration Essentials is designed to empower fund administrators to attract new business and provide exceptional service to existing clients, helping them maintain a competitive edge in an increasingly crowded market.
A Fund Admin Success Story
Praxis, a global corporate and fund administrator, has leveraged Fund Administration Essentials to elevate its service quality. Ava Fairclough, Group Head of Corporate Services at Praxis, shares, “The Fund Administration Essentials suite has enhanced our ability to provide timely, transparent reporting, reducing operational burdens and helping us meet the evolving demands of our clients.”
Get Started Today
Fund Administration Essentials is available now, with dedicated support and training to ensure a smooth implementation. Ready to enhance your operations and exceed investor expectations? Learn more about Fund Administration Essentials and take the next step in your firm’s growth journey.
For further information contact Allvue Systems to see how we can support your fund administration goals.
More About The Author
Megann Freston
Director of Product Marketing
