AVA Assistant:
Knowledge

Intelligent, action-oriented AI for the alternatives markets—built to automate workflows, guide execution, and deliver real-time insights across investment lifecycle, turning embedded intelligence into measurable outcomes.

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Transforming the Alternatives Market Capital Management with Allvue’s AVA Agentic AI Platform

The alternatives market is entering a new era—one powered by agentic AI. AVA, Allvue’s Agentic AI Platform, redefines how investment professionals engage with technology by embedding intelligence directly into daily workflows. Designed for the complexities of alternative investments, AVA enables autonomous support, streamlined execution, and contextual insights across the investment lifecycle. From day one, AVA empowers firms to move faster, scale smarter, and unlock the full potential of their data—while laying the groundwork for an intelligent, self-operating future.

Deliver Always-On Intelligence

Unleash the power of embedded AI that works proactively across your tech stack. AVA’s Agentic AI capabilities delivers context-aware insights, guidance, and recommendations in real time—helping teams make smarter decisions, reduce friction, and act with confidence at every stage of the investment process.

Drive Scalable Automation

AVA AI agents are designed to think, learn, and act, eliminating manual handoffs and unlocking seamless automation from front to back office. Whether modeling allocations, processing trades, or surfacing risks, AVA Agentic AI drives value by orchestrating actions with intelligence, speed, and precision.

Outpace the Market with Next-Gen Investment Opps

With a platform built for extensibility and trust, AVA lays the foundation for the next generation of investment operations. Its agentic architecture adapts to firm-specific data, governance, and workflows—ensuring secure, AI-powered growth that evolves with your strategy.

What makes AVA Agentic?

AVA’s AI capabilities go beyond traditional or generative AI by acting autonomously to support investment workflows. It doesn’t just respond—it reasons, adapts, and takes proactive steps. Each agent is configured with firm-specific context, enabling AVA to deliver intelligent guidance, perform actions, and learn continuously—without relying on static prompts or human intervention.

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AVA Agentic AI Platform
Features & Benefits

01

Purpose-Built for Alternatives

Unlike generic copilots, AVA Agentic AI is purpose-built for the workflows, data, and compliance demands of alternative investments—ensuring alignment with how your teams actually operate.
02

Contextual by Design

Firm-specific configurations power precise, role-aware guidance—delivering relevant answers and actions without noise or customization overhead.
03

Enterprise-Ready Infrastructure

Security, governance, and compliance are foundational—not retrofitted. AVA meets the highest standards for data protection and enterprise adoption.
04

Coordinated Agentic Intelligence

Agents don’t just act independently—they work together. AVA includes an orchestration layer that coordinates actions across multiple agents, enabling seamless multi-step workflows.
05

Extensible Across Your Ecosystem

Built on open architecture with unified APIs, AVA Agentic AI easily integrates with your existing systems—extending agentic capabilities into fund accounting, CRM, data lakes, and more.
06

Pathway to Results

Where most AI tools stop at recommendations, AVA is built to execute, query data, trigger workflows, and generate real outputs across the investment lifecycle.

AVA AI Assistant: Knowledge Agent

The first offering on the AVA Agentic AI Platform, the AVA AI Assistant is a browser-based knowledge agent that delivers intelligent, in-the-moment support across your daily workflows. Embedded directly into Allvue’s Credit Front Office suite, it acts as an always-on product expert—providing contextual answers, guiding navigation, and accelerating task execution.
Support for additional products—including private equity and fund administration—is planned for future releases as Allvue expands agentic capabilities across the full investment lifecycle.

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How does Allvue compareTo other AI copilots and platform vendors?

Generic AI tools weren’t built for alternative investments—and layering intelligence on top of legacy systems only goes so far. AVA is different. As the industry’s first agentic AI platform designed specifically for alternatives, AVA embeds intelligence directly into your workflows, delivering contextual support, automating execution, and adapting to your firm's unique operations. Backed by Allvue’s domain expertise, AVA provides secure, purpose-built AI that evolves with your strategy—not around it. Our cloud-native platform brings together API connectivity, automated workflows, and self-service analytics—all in one centralized ecosystem designed specifically for the alternatives markets.

Engineered for alternative investments. AVA is purpose-built for the complexity of private equity, credit, and hybrid strategies—infusing intelligence directly into the way your firm operates.
AI Agents that take action. AVA doesn’t just provide insights—it executes. Future agents will actively query data, trigger workflows, and deliver results that drive decisions forward.
Context-aware by design. AVA leverages firm-specific configuration and role-based context to deliver precise, reliable guidance aligned to how your teams actually work.
Enterprise-grade from day one. Built with security, privacy, and scalability at its core, AVA is SOC 2 compliant and deploys seamlessly within your existing tech environment.

Trusted AI Infrastructure
For Security, Trust, and Responsible Scale

Allvue’s AVA Agentic AI Platform delivers intelligent capabilities within a secure, compliant, and enterprise-grade framework. Designed to meet the unique demands of alternative investments, AVA ensures that all AI-driven interactions are protected, context-aware, and aligned with the strictest data governance standards. From real-time privacy protections to SOC 2 compliance, AVA gives firms the confidence to adopt AI responsibly and at scale. Read our Terms & Conditions and Privacy for more details.

Security

Enterprise-level safeguards—like TLS 1.2+ encryption, role-based access controls, and audit logging—protect sensitive workflows across every part of the investment lifecycle.

Privacy

Client data is never stored, logged, or used to train AI models. AVA interactions are fully ephemeral and isolated from foundational model pipelines to ensure confidentiality.

Compliance

Built with SOC 2 Type II alignment and full support for GDPR and CCPA, AVA helps firms meet regulatory obligations while upholding ethical AI standards.