Allvue Investment Management is a front-office portfolio management platform for credit asset managers. It brings portfolio data, risk analysis, performance information, and workflow tools together for managing credit investments. Dashboards and interactive reports present exposure and performance data, with real-time positions, performance attribution, and allocation analysis. Risk tools include exposure monitoring, covenant tracking, issuer-level analytics, and scenario modeling for stress tests. Users can also set alerts for events such as watchlist credits and securities. Supported strategies include private debt, broadly syndicated loans, CLOs, asset-based lending, and multi-strategy credit portfolios. The platform connects with Allvue Research Management, Trade Order Management, and Pipeline Management, and is hosted on Microsoft Azure alongside investment and fund accounting. Octaura supports CLO and loan trading workflows. Reporting includes ready-made reports and customizable views. Allvue also offers Andi, a browser extension that provides in-product guidance from documentation for its Credit Front Office products. The product is cloud-based and available on web and as an extension. Pricing is on request.
Who it is for
It suits credit asset managers, including managers focused on private debt, CLOs, and public credit strategies. Its portfolio and risk tools also address multi-strategy credit workflows.
What is good
- Tracks real-time positions and portfolio exposures.
- Includes covenant tracking and issuer-level risk analytics.
- Supports private debt, CLOs, and other credit strategies.
- Offers customizable reporting and configurable alerts.
- Connects with Allvue workflow and accounting products.
What to know first
- Pricing is available only on request.
- Listed platforms are web and extension.
Verdict
Allvue brings credit portfolio analytics, monitoring, and reporting into a cloud-based front-office platform. Its listed scope is focused on credit asset managers, and pricing requires a request.
Get started with Allvue Investment Management
- Visit the Allvue Portfolio Management page.
- Request a demo from the product page.
- Discuss pricing with Allvue, which is available on request.
- Use the web platform or extension; a mobile app is also listed.
Questions about Allvue Investment Management
How is Allvue Portfolio Management priced?
Pricing is available on request. The product page invites visitors to request a demo.
Who is Allvue Portfolio Management for?
Allvue describes it as a solution for credit asset managers, including managers of private debt, CLO, and public credit strategies.
Which platforms are listed?
The listed platforms are web and extension. A mobile app is also listed.
Which investment strategies does it support?
Supported strategies include private debt, broadly syndicated loans, CLOs, asset-based lending, and multi-strategy credit portfolios.
What does it integrate with?
It connects with Allvue Research Management, Trade Order Management, and Pipeline Management, and supports CLO and loan trading workflows with Octaura.
Where is Allvue based?
Allvue is headquartered in Miami, Florida, United States, and was formed in 2019.
Allvue Investment Management plans and pricing
All plansCompared on portfolio management software
- Performance reporting
- Yes
