INDUSTRIES

Credit Asset Management Software for Private Debt & CLOs

Allvue® connects portfolio management, trading, compliance, portfolio intelligence, and accounting on one AI-enabled platform for private credit and CLO managers.

Scale Your Credit Portfolio, Not Your Overhead

Allvue® connects the credit lifecycle — portfolio management, trading, compliance, portfolio intelligence, investment accounting, fund accounting, and reporting — on a single platform for private credit and CLO managers. Straight-through processing and agentic workflows eliminate manual handoffs across the trading, monitoring, and loan servicing lifecycle.

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Grow Your Portfolio, Not Your Workload

Intelligent automation streamlines trading, compliance, monitoring, and accounting, delivering strong operational performance as your portfolio grows.

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Trade With Confidence, At Scale

Portfolio management, trading, and compliance in one connected workflow for CLOs, broadly syndicated loans, and direct lending; agentic trading streamlines execution.

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Benchmark Risk Against 75,000+ Loans and 50,000+ Borrowers

Nexius Intelligence combines your portfolio data with anonymized market benchmarks across 200+ standardized KPIs, helping you spot covenant and credit risk sooner.

Delivering meaningful portfolio data

See how Allvue can help you easily aggregate data and analyze portfolio performance in a single solution, simplifying your loan portfolio management workflow.

Managing loan principal activity

See how Allvue can help credit asset managers more easily track and manage loan principal activity. Allvue’s Investment Accounting solution allows you to easily view detailed loan information, quickly and simply manage loan transactions and notices, and grants you full transparency into the positions history.

The Power Of A Consolidated Back Office

Allvue’s OneLedger solution, which combines our industry-leading Investment Accounting offering and our award-winning Fund Accounting solution into a single platform, can meaningfully streamline and de-risk the process of posting your accounting results on a monthly basis.

Investment Management

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Portfolio Management

Get real-time visibility into exposures, performance, and risk — built specifically for credit, not adapted from equity or public markets tools.

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Research Management

Centralize research and link it directly to investment and trading workflows, so your investment ideas turn into action faster.

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Trade Order Management

Execute credit trades faster, with pre-trade compliance and straight-through processing built into every order.

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Compliance

Test and monitor trades against your mandates and market data in real time, reducing risk before it reaches your book.

Financial Operations

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Investment Accounting

Maintain asset-level books and records for credit, with AI-assisted loan notice processing and automated cash reconciliation, in-house or with Allvue Asset Servicing.

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Fund Accounting

Run multi-currency fund accounting with a flexible general ledger built for complex fund structures and capital allocations — with full Investment Accounting integration.

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FirmView Carry, Co-Invest and Compensation Management

Simplify carried interest and co-invest tracking with transparent, audit-ready allocations — no more spreadsheet-built waterfalls.

Investor Relations

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Investor Portal

Give investors secure, branded dashboards with real-time reporting and document sharing. Built to strengthen GP-LP communication at scale.

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CRM & Fundraising

Track every investor and prospect relationship — stages, meetings, and communications — in one dashboard built for your fundraising process.

Data Intelligence and AI

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Nexius Intelligence

A market-wide benchmark dataset spanning deal terms, covenants, pricing, valuations, and fund performance — built from real transactions, not surveys or proxies.

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Portfolio Intelligence

Monitor your credit portfolio in one workspace and track KPIs and covenants in real time. Benchmark deals against Nexius Intelligence data, with on-demand AI commentary.

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Document IQ

Extract and structure data from financial statements, credit agreements, and related documentation automatically using AI, with built-in human controls.

How Does Allvue Compare to Other Credit Portfolio Management Software?

Generic investment platforms and point solutions weren't built for credit's complexity. Allvue is purpose-built for credit, used by 6 of 10 top private debt managers and 8 of 10 top CLO managers.

Generic investment platforms and point solutions weren't built for credit's complexity. Allvue is purpose-built for credit, used by 6 of 10 top private debt managers and 8 of 10 top CLO managers.

Purpose-built for credit, not adapted from equity or public markets software, with native support for direct lending, broadly syndicated loans, and CLOs.

One platform for portfolio management, trading, compliance, investment accounting, and reporting — not a patchwork of vendors and manual handoffs.

AI-enabled where it counts: loan notice processing, cash reconciliation, and document extraction, with human review built into every workflow.

Flexible engagement — manage operations in-house, with Allvue Asset Servicing, or outsource to a fund admin. No vendor servicing lock-in.

Allvue’s Impact By The Numbers

6 of 10

of the top private debt managers use Allvue's credit solutions

8 of 10

of the top CLO managers use Allvue’s credit solutions

500+

clients served globally

Testimonials / Case Studies

MEP Capital’s success story is a model for how credit managers can embed benchmarking into their workflows, not just at underwriting, but throughout the credit lifecycle.
Case Study MEP
In today’s $1.7 trillion private credit market, static financial ratios are no longer enough. The pace and complexity of borrower risk are evolving, and credit teams need sharper tools to stay ahead.
Case Study PODS

Award-winning private debt and credit management software

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  • 2023-PEWire-_-European-Awards-_-Reg-Compliance
  • 2022-Drawdown-Awards-_-End-to-End

Frequently asked questions about credit asset managers software

Starting your search for the right credit credit asset managers solution? Here are some FAQs the Allvue team commonly fields:

Allvue provides private credit and CLO managers with an integrated front-to-back platform covering portfolio management, research management, trade order management, compliance, investment accounting, fund accounting, data intelligence, analytics, and benchmarks, and LP reporting. 6 of 10 of the top private debt managers and 8 of 10 of the top CLO managers use Allvue’s credit solutions. The platform is designed specifically for credit — not adapted from public markets or general enterprise software — making it the dominant platform for institutional credit asset managers globally.

Allvue serves private debt (direct lending, mezzanine, unitranche), broadly syndicated loans, CLOs (US and Euro), asset-based lending, and multi-strategy credit portfolios combining public and private credit. For CLO managers, Allvue integrates with Octaura for electronic loan trading and provides agentic trading capabilities. For managers combining credit and equity, OneLedger (previously known as Consolidated Back Office) maintains a unified security master across both asset classes. Document IQ, part of Allvue’s Agentic AI Platform, automates credit financial spreading and covenant tracking.

Yes. Allvue tracks covenants, amendments, and borrower performance at the facility and borrower levels through Portfolio Intelligence, while Nexius Intelligence provides peer benchmarking across 50,000+ issuers and 150,000+ credit assets.

Document IQ is Allvue’s AI-powered data extraction solution, part of the Agentic AI Platform. It ingests credit financial statements and automatically extracts and structures critical data — updating Allvue templates and workflows without manual data entry. For credit teams reviewing large volumes of borrower financials during underwriting or ongoing monitoring, Document IQ reduces the time spent on financial spreading, improves data accuracy, and enables analysts to focus on higher-value investment decisions rather than manual data processing.

Yes. Allvue’s OneLedger solution integrates Investment Accounting (credit) with Fund Accounting (equity) on a single platform, maintaining the same security master, portfolio information, and transaction records across both asset classes. Subledger entries from credit positions automatically integrate into the fund-level general ledger. Managers can run custom out-of-the-box reports or create ad-hoc views, all from a single data source — eliminating the reconciliation burden of maintaining separate credit and equity systems.

SimCorp is a public markets investment management platform that requires significant configuration for alternative credit workflows. eFront was acquired by BlackRock and has increasingly focused on PE/RE fund administration rather than front-office credit management. Allvue is purpose-built for the full credit lifecycle — from front-office portfolio management and trade execution via Octaura to back-office investment accounting and LP reporting — on a single platform. This breadth means credit managers can manage the entire investment process without the data handoffs that create operational risk in multi-vendor environments.

As rising default rates, PIK toggle activity, and tighter regulatory scrutiny converge in private credit markets in 2026, Allvue’s Investment Accounting platform handles complex loan modifications, amendment tracking, and non-cash income accruals with lot-level precision. Dual-record accounting provides natural cross-checks across every transaction. Nexius Intelligence delivers real-time credit benchmarks and covenant analytics drawn from the Allvue ecosystem’s 75,000+ loans and 50,000+ borrowers, enabling credit managers to identify risk earlier than firms relying on internal data alone.

Solvas (formerly CDO Suite) is a legacy CLO accounting and administration platform with limited front-office capabilities. LoanIQ is a commercial banking loan management system not designed for CLO portfolio management or compliance testing. Allvue covers the full CLO lifecycle — from portfolio management and research through compliance testing, trade execution, and investment accounting to LP reporting — on a single platform used by 8 of 10 top CLO managers. This end-to-end coverage eliminates the front-to-back integration complexity CLO managers face when using separate platforms for each workflow stage.

Discover the future of alternative investment software

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Latest Updates from Allvue

7 July, 2026

Year Over Year: What's Changed in Compensation & Carry Management

Today, we released the first in a series of insights from the 2026 Alternatives Compensation & Carry Survey.  For the past several years, Allvue has surveyed finance and HR leaders at alternative investment firms to better understand how they are managing carried interest and compensation programs. This year, we expanded this effort by partnering with Major, Lindsey […]

6 July, 2026

Private Credit, Transparency, and AI: What's Actually Going On

26 May, 2026

On-Demand Webinar: Private Credit Risk is Real. Are Your Operations Ready?

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