Organize and streamline daily trade workflows across asset classes, enhancing operational efficiency and compliance for investment firms and asset managers
Allvue’s Trade Order Management offers trading efficiency and compliance by organizing and streamlining daily workflows associated with trading any asset class (e.g. bank debt, bonds, ABS/MBS, equities, FX, swaps, and other derivatives). Our solutions offer a full-featured trade blotter that includes a built-in asset-class modeling tool, foreign exchange support, and integration with master feeds.
Our platform enables efficient advanced order management, including real-time trade monitoring and automated order routing, minimizing errors and optimizing trade outcomes
Navigate complex regulatory requirements and ensure adherence to portfolio guidelines by monitoring trading activity in real-time and generating audit trails
With support for multiple asset classes and trading protocols, plus flexible API integrations, streamline workflows and gain access to timely market data to enhance operational efficiency
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Our order management solutions support a comprehensive set of global investment instruments, catering to private debt investment firms and credit asset managers
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Coordinate trading between stakeholders with highly configurable trade workflow, data, documentation and reporting, essential for maintaining operational efficiency
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Automate trade allocations subject to portfolio compliance requirements
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Enable two-way integration with third-party trade execution, including Octaura's Loan Trading platform.
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Manage complex asset classes such as loan strips, multi-legged swap trades, repos, and other derivatives
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Access Restricted List functionality by issuer, asset, asset type, and counterparty for robust compliance and risk management
A combination of Allvue’s Allvue’s Trade Order Management System and Octaura’s Electronic Loan Trading platform redefine liquidity and execution strategies for financial institutions. The power of Allvue’s precision in workflow management combined with Octaura’s expansive liquidity pool offers unparalleled efficiency and drives smarter decision making. The synergy of Allvue and Octaura’s platforms propels your institution towards operational excellence and enhanced market performance.
Allvue’s Trade Order Management solution integrates with Portfolio Management and other Allvue modules to deliver a comprehensive solution—including Pipeline Management, Research Management, and Compliance—to help you manage your investments and optimize decision making.
Optimize deal management with deal tracking software designed to effectively monitor opportunities and potential investors across every interaction.
Streamline the collection and distribution of your firm’s research and integrate it with your investment and trading activities.
Integrate real-time exposure and market data to deliver compliance at all stages of the credit trade lifecycle.
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.
As an extremely flexible workflow and rules engine built using the .Net framework, Allvue’s OMS platform excels in communicating with other systems and technologies. It operates upon disparate data within its abstracted security master and data warehouse, integrating market data and order flow insights. This technology automates the workflow and bespoke processes, which adds to the operating efficiency and risk reduction, crucial for portfolio managers.
We provide a cloud-based environment that does not require costly upgrades – unlike many of our competitors.
We leverage extensive research and development capabilities to keep our users on the cutting edge – even as the cutting edge evolves.
We offer a modern, intuitive user experience that is already universally familiar – so users can get started quickly.
“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
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Allvue saves us days. I’m not even talking hours— it saves us days.
Allvue’s software is trusted by private equity, venture capital, private credit, CLOs, and fund administrators globally.