Investor Portal
Software

Access customizable investor dashboards, secure document sharing, and best-in-class investor communication tools via our out-of-the-box private equity investor portal software solution.

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A flexible and intuitive
Investor Portal software solution

Allvue’s Investor Portal software stands out as a robust and powerful solution for general partners (GPs), providing an exceptional platform for investor relations and communication. Our platform automates key investor notice generation and distribution, allows easy branding of your investor dashboard, and facilitates efficient tracking of investment activity and portfolio performance. This enhances investor engagement and confidence while providing comprehensive investment information.

Rapid deployment

Leverage out-of-the-box configurability for quick implementation, essential for private equity firms, venture capital firms, and other investment firms seeking immediate solutions.

Customizable dashboards

Empower limited partners (LPs) with self-service reporting and preference settings, enhancing investor satisfaction, investment management efficiency, and overall investment performance.

Automated report distribution

Streamline workflows and reduce risk with automated document and report distribution, tailored to each LP’s delivery preferences.

Are you an emerging private equity manager?

Private equity firms in growth mode face unique challenges. They must provide top-tier client communications like larger firms, but with fewer resources. Meeting investor demands is crucial, yet they lack the manpower to address queries effectively.

Emerging PE firms require tailored solutions. Allvue offers Private Equity Essentials, including accounting, reporting, and investor communication tools, addressing the challenges of growing firms. Discover how the Investor Portal enhances communications and supports fund managers within our emerging manager solution set.

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What you get with
Allvue’s Investor Portal

01

Branding capabilities

Create a fully branded investor experience with customizable design elements.
02

Large LP community

Connect with an LP community over 90,000 strong, and be among some of the world’s leading investors from endowments, foundations, pensions, and institutional consultants.
03

Secure data management

Investors can securely manage banking, FATCA, sensitive information, and communication preferences.
04

Investor monitoring

Track investor access and interactions, including important documents and investment commitments, for improved investor relations and satisfaction.
05

User-friendly interface

Designate communication preferences easily with an intuitive communication grid tailored for both potential and current investors.
06

Configurable dashboards

Access vital data and detailed information effortlessly with highly configurable dashboards designed to meet the needs of asset managers and fund administrators.

Enhancing your investor experience

Allvue’s Investor Portal can help you enhance your investor experience. See how you can provide investors with a tailored portal experience that promotes transparency and moves sensitive communications onto a secure platform. It allows investment managers to share important documents and detailed information for investors with ease.

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Streamlining investor communications

Allvue can help you seamlessly generate investor notices, such as a capital call, in an end-to-end process that takes as little as ten minutes. Learn how Allvue helps emerging venture capital and private equity funds supercharge their growth with accounting, investor reporting, and investor communication solutions that meet the needs of various asset classes.

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Powered by Microsoft

Built within Microsoft’s enterprise framework, Allvue’s Investor Portal solution leverages Microsoft SharePoint and Azure with a multi-layered security stack provided across physical data centers, infrastructure, and operations. Allvue aligns with industry-specific compliance standards, such as SOC1 and SOC2. This provides multiple benefits for our investor portal users, including:

Cutting-edge technology

It allows us to leverage Microsoft’s extensive research and development capabilities to keep our users on the cutting edge – even as the cutting edge evolves.

Cloud-based environment

It supports us a cloud-based environment that does not require costly upgrades, unlike many of our competitors.

Intuitive user experience

It offers a modern, intuitive user experience that is already universally familiar.

Discover an enterprise-level investor relations platform

Our Investor Portal solution seamlessly integrates with our Fund Accounting solution (built for the needs of private capital markets) and Business Intelligence data visualization tool to deliver streamlined functionality and a single source of data to flow into your Investor Portal. With this integration, Fund Accounting provides powerful data to create financial statements and notices that can be uploaded directly to the Investor Portal, granting investors ease of access and greater visibility to financial performance. This streamlined approach ensures that investor commitments and detailed information are readily available.

How does Allvue compare to other
private capital software vendors?

As the private equity space has exploded with growth over the last few decades, so has the private equity software landscape. We’re confident Allvue offers the best solution on the market to help you make the most informed decisions for your portfolio.

SEE HOW ALLVUE COMPARES

Out-of-the-box front-to-back office solution with built-in industry best practices and flexible deployment
Cloud-based scalability with a robust integration and API ecosystem to grow with your firm
One home for your data with standardized reports and customized dashboards
Corporate, fund, and investment accounting from single market-leading provider, ensuring your asset management and fund administration needs are met comprehensively

Allvue helps Standish deliver superior service
to their clients

“At Standish, our goal is to provide our clients with a seamless, customized experience... that’s why we chose Allvue’s solution set. With Allvue, we’re able to quickly and easily meet their needs and requests in a bespoke way.”

Susan Gillick
President, Standish Management LLC

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Discover our award-winning
private capital solutions

2021 Drawdown Awards _ Accounting & Reporting

2024 PEWire _ US Emerging Manager Awards _ Fund Accounting & Reporting

2024 Winter Featured Customers _ Fund Accounting

Frequently asked questions about our investor portal

Starting your search for the right investor portal solution? Here are some FAQs the Allvue team commonly fields:

Allvue’s investor portal is available both as a standalone solution, and as a key module in our fully-integrated private equity suite.

For emerging managers, Allvue offers several Essentials solutions sets to meet the unique needs of your firm, whether your in private equity, venture capital, or private debt or private credit. The Essentials solutions allows firms to get moving quickly with a best-in-class solution to meet and exceed their investors’ needs. Available Essentials offerings include:

Additionally, because our solution can be fully integrated, it doesn’t back managers into a point solution they are likely to quickly outgrow. Instead, it offers a smooth and scalable pathway for growth so that they can build a tech stack on Allvue’s industry-leading platform while they build their company.

Allvue’s investor portal is highly customizable. Users can white label their portal with specific branding, logos, colors, and images for a look that accurately reinforces their company brand. Additionally, GPs can control content access with administration capabilities available directly within the portal. Finally, users can build intuitive, highly configurable dashboards that give limited partners access to the data points most important to them.

We believe our investor portal stands apart from the competition because:

We are built on Microsoft, which allows us to offer a cloud-based, intuitive environment that, unlike many of our competitors, doesn’t require costly upgrades.

Our solution requires minimal implementation time as opposed to many of our competitors who have lengthy and costly onboarding processes.

Our solution integrates seamlessly with our industry-leading platform. Allvue offers award-winning back-office solutions, including our best-in-class fund accounting software system. Our investor portal offers an entry-point into that ecosystem so that users can easily scale their tech stack along with their firm.

Learn more

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Firm Type

Investment Stategy

Emerging Managers

Investor Portal Software

A flexible and intuitive Investor Portal software solution

Rapid deployment

Customizable dashboards

Automated report distribution

Are you an emerging private equity manager?

What you get with Allvue’s Investor Portal

Branding capabilities

Large LP community

Secure data management

Investor monitoring

User-friendly interface

Configurable dashboards