Loan Management Software for CLO Managers

Allvue offers CLO managers a comprehensive, highly configurable suite spanning portfolio management, research management, trade order management, compliance (with full CLO test libraries for US and Euro structures), investment accounting, fund accounting, investor portal, and electronic loan trading via Octaura integration. 8 of 10 of the top CLO managers use Allvue’s credit solutions, representing $8.5T+ in credit-related assets tracked on the platform.

Allvue’s Portfolio Optimizer, powered by Loan Hunter technology, integrates CLO compliance checks directly into the portfolio optimization workflow. During ramp-up, reinvestment periods, and rebalancing, the optimizer generates compliant trade recommendations in real time — surfacing actionable ideas based on market intelligence and the firm’s fundamental research, while automatically verifying against CLO test constraints. This eliminates the manual back-and-forth between portfolio managers and compliance teams that typically slows CLO execution, and reduces operational risk during critical CLO lifecycle stages.

Allvue’s Compliance Management module includes a full library of industry-standard CLO tests for both US and Euro structures — covering OC tests, IC tests, concentration limits, quality tests, and eligibility criteria. Real-time pre-trade compliance testing occurs within the trade blotter before order execution, and post-trade compliance monitoring runs automatically. CLO managers can stand up new funds and revise test configurations independently, view compliance test results and pre/post-trade capacity for each fund in real time, and run cross-portfolio hypothetical scenarios without requiring Allvue support.

Allvue’s Trade Order Management system integrates directly with Octaura’s Electronic Loan Trading platform via two-way API connectivity. CLO managers can originate, route, and execute loan trades without leaving Allvue’s front-office environment — combining Allvue’s workflow management precision with Octaura’s BSL liquidity pool. This integration reduces manual order entry, improves execution efficiency, and connects research-to-trade workflows from initial credit analysis through post-trade investment accounting on a single connected platform.

Yes. Andi, Allvue’s AI assistant (part of the Agentic AI Platform and available via Google Chrome and Microsoft Edge browser extensions), is embedded within Allvue’s credit front-office solutions including Compliance Management and Trade Order Management. For CLO compliance teams, Andi helps interpret rule configurations, navigate compliance test setup, and access documentation instantly — reducing onboarding time for new compliance analysts and minimizing support ticket volume during active CLO management periods.