Allvue 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Allvue

5.0

(1)

Pricing

Starting at $1.00 per year

About Allvue

Allvue helps investment professionals enable deeper relationships with their investors and prospects and improve access to information. The solutions are integrated across the full end-to-end fund lifecycle, ultimately empowering superior investment decisions.

Allvue allows businesses to manage a variety of operations such as portfolio monitoring, fund accounting, compliance, business intelligence, asset servicing and more.

Allvue Screenshots

Allvue Pricing and Plans

Starting price: $1.00 per year

Free Trial

Free Version

Basic

$1.00

flat rate, per year

No plan information available

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Allvue Features

Popular features found in Accounting
Billing & Invoicing
Budgeting/Forecasting
Expense Tracking
Fund Accounting
Income & Balance Sheet
Multi-Currency
Payroll Management
Project Accounting
Purchase Order Management
Tax Management
More features of Allvue
Access Controls/Permissions
Accounting
Accounting Integration
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Tracking
Ad hoc Query
Ad hoc Reporting
Alerts/Notifications
API
Audit Trail
Bank Reconciliation
Benchmarking
Calendar Management
Cash Management
Client Management
Client Portal
Collaboration Tools
Compliance Management
Compliance Tracking
Configurable Workflow
Consolidation/Roll-Up
Contact Management
Counterparty Risks
Credit Risk Management
Customizable Branding
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Connectors
Data Extraction
Data Import/Export
Data Management
Data Mapping
Data Visualization
Deal Management
Document Management
Document Storage
Financial Analysis
Financial Management
Financial Modeling
Financial Reporting
Financial Risk Reporting
Forecasting
Foreign Exchange Risks
For Hedge Funds
Fund Management
General Ledger
Historical Reporting
Interactive Reports
Investment Management
Investments Tracking
Investor Communication
Investor Reporting
Key Performance Indicators
Lead Capture
Lead Management
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Monitoring
Multi-Company
Multiple Data Sources
Operational Risk Management
Partnership Accounting
Performance Analysis
Performance Metrics
Pipeline Management
Portfolio Accounting
Portfolio Analysis
Portfolio Management
Portfolio Modeling
Predictive Analytics
Private Equity
Profitability Analysis
Profit/Loss Statement
Publishing/Sharing
Rate of Return Analysis
Real-Time Analytics
Real-Time Data
Real-Time Monitoring
Real-Time Reporting
Relationship Tracking
Reminders
Reporting/Analytics
Reporting & Statistics
Risk Assessment
Risk Management
Role-Based Permissions
Search/Filter
Self Service Data Preparation
Strategic Planning
Third-Party Integrations
Transaction History
Trend Analysis
Visual Analytics
"What If" Scenarios
Workflow Management

Allvue User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

Have you used Allvue and would like to share your experience with others?

Joseph G.

Verified reviewer

Banking

5001-10000 employees

Used daily for more than 2 years

Review source

Reviewed February 2021

True One-stop Shop for Portfolio Management

Smooth and easy implementation, system uptime is excellent- never had a problem with it not working as expected, true integration of all portfolio processes, smooth integration with Moody’s and other tools, a real one-stop shop for managing our portfolios.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

With the Allvue solution we save enormous amounts of time—tasks that used to take hours get done in minutes—and best of all for us, our team members don’t have to be concentrated in one place. Integration was the most important factor for us, and now because of Covid our teams are working from home and the ability for us to quickly move deals forward regardless of location or time zone has resulted in a big improvement in our internal processes. Bottom line is that Allvue’s system has streamlined these processes for us- data gets automatically uploaded and with the click of a button we get the data aggregated, with any calculations done automatically. The system is also configurable and allows us to customize reporting—we can generate multiple types of reports based on investor requests, which we’ve gotten a lot of since Covid happened. Finally, from a technical perspective Allvue’s system has excellent uptime—we’ve never had a problem being able to access it—and again, our folks are located all over the place. Also, the implementation process went very smoothly—the Allvue team really listened to our needs and developed a plan and timeframe that they stuck to, and this helped manage expectations throughout the firm. Overall, it was an excellent experience and the system has exceeded our expectations in terms of how we’ve been able to streamline work and move more quickly when it comes to jumping on deals

Cons:

There is nothing on the product that we do not like.

Reasons for choosing Allvue

Superior product, Allvue team’s vision for their solutions matched what we wanted and needed in terms of integrated portfolio management software.

Showing 1 - 1 of 1 Reviews