September 4, 2025
Momentum Underscores Commitment to Expanding Credit Markets
New York, NY – September 3, 2025 — Allvue Systems, LLC (“Allvue”) a leading provider of technology solutions for the private capital markets, today announced significant momentum in 2025, marked by product innovation, client adoption, strategic partnerships, industry recognition, and active engagement with the private capital community.
Key highlights include the launch of Nexius, Allvue’s AI-ready intelligent data platform; the debut of Andi, an AI-powered knowledge agent for credit professionals; the release of an enhanced Fund Finance solution; the expansion of Credit Research Management software; a joint customer implementation with Octaura to modernize leveraged loan trading; Symetra Investment Management’s adoption of Allvue’s CLO platform for its first CLO issuance; and recognition as a Category Leader in Credit Portfolio Management by Chartis.
Together, these milestones underscore Allvue’s commitment to delivering intelligent, integrated solutions that unify data, workflows, and insights across private capital markets in a steadily growing market. McKinsey’s analysis suggests that the size of the addressable market for private credit could be more than $30 trillion in the United States alone. Preqin’s outlook is more conservative but still forecast to see significant growth in coming years and hitting an all-time high of $2.64 trillion in 2029 from a current level of $1.7 trillion.
Fund Finance: Streamlined Subscription Line Management
Allvue’s latest product announcement focuses on the rollout of its enhanced Fund Finance solution, providing fund finance teams with improved visibility, historical borrowing base reporting, workflow-aligned navigation, built-in risk monitoring, and enhanced reporting and collaboration. This new solution is focused on the subscription line market, with support for NAV-based facilities on the way later this year.
Allvue is also participating in the 2025 Fund Finance Symposium on September18, 2025, where the firm will engage with global fund finance leaders to showcase its latest fund finance product release and exchange market perspectives with industry leaders. At this event, peers, clients, and industry leaders will join to discuss the evolving role of technology in fund finance. The event will serve as a platform for Allvue to showcase its enhanced Fund Finance solution, engage with global participants, and highlight how innovation is reshaping subscription line management and credit workflows.
Industry Recognition: Chartis Names Allvue a Category Leader in Credit Portfolio Management
Allvue was also recently named a Category Leader in the 2025 Chartis Credit Portfolio Management Solutions Quadrant, validating its pace of innovation and credit expertise.
“Allvue’s Category Leader rating in Chartis’ Credit Portfolio Management quadrant reflects its industry-leading portfolio management solution for the alternative credit market, combined with robust data management capabilities, real-time dashboards, interactive reporting and workflow automation,’ said Anish Shah, Research Director at Chartis. “Moreover, by enabling credit managers to track performance, monitor compliance and leverage advanced analytics, the solution offers a tailored approach that enhances decision-making and operational efficiency across a variety of investment strategies, including private debt and public credit.”
Credit Research Management Solutions: Integrated Reseach and Portfolion Management
Launched in March, Allvue’s Credit Research management solutions centralize research across syndicated loans, direct lending, high-yield bonds, and investment-grade bonds. By unifying issuer data, automating workflows, and surfacing actionable insights, the solution improves collaboration and decision-making.
Nexius: An AI-powered Data Platform for Private Capital Markets
In April, Allvue launched Nexius, a cloud-native, intelligent data platform that eliminates data silos, automates workflows, and consolidates reporting to deliver real-time insights and unlock efficiency. Already adopted by seven fund administrators and 50 General Partners representing 270 GPs, Nexius provides a centralized “golden source of truth” for investment data.
Allvue’s Andi: The Intelligent Knowledge Agent for Credit
Allvue launched Andi in May as part of the Allvue Agentic AI Platform. Andi delivers contextual, real-time product guidance embedded directly in the browser across Allvue’s Credit Front Office suite. Initially focused on system navigation and documentation, Andi is rapidly evolving to support other key capabilities for the private debt market.
Octaura Partnership: Driving Loan Market Electronification
In June, Allvue and Octaura announced a joint implementation for ICG, a global alternative asset manager. By integrating Allvue’s CLO management suite with Octaura’s electronic loan trading platform, the firm now benefits from streamlined reconciliations, improved liquidity, and enhanced trading efficiency.
Symetra: Powering a First CLO with Allvue
Allvue also announced another key win in June with Symetra Investment Management (SIM). Symetra selected Allvue’s CLO solution to launch its inaugural $408 million CLO, Symetra CLO 2025-1, Ltd. Using Allvue’s turnkey CLO suite, Symetra stood up its CLO platform in less than two months.
Allvue’s Credit Roadmap for 2025 and Beyond
Looking ahead, Allvue will continue to expand its credit offerings with a roadmap focused on three core priorities:
- Ecosystem Expansion: Deeper integration with leading technologies and market platforms to deliver a seamless ecosystem for credit managers.
- Intelligent Architecture: AI-driven tools to enable intuitive user experiences, simplified onboarding, advanced data interrogation, and predictive analytics.
This roadmap underscores Allvue’s long-term commitment to driving measurable value and innovation for credit customers across the investment lifecycle.
Momentum Across Alternatives
With this latest set of milestones, ongoing industry recognition, and a robust credit roadmap, Allvue continues to demonstrate its leadership in private capital markets. “These milestones highlight Allvue’s role as a catalyst for innovation across alternatives,” said Ivan Latanision, Chief Product Officer at Allvue. “From data and AI to credit and CLO adoption, to industry recognition, we’re delivering the platform that today’s investment managers need and building for the opportunities on the road ahead.”
About Allvue Systems
Allvue is headquartered in Miami with locations globally throughout North America, Europe and India. Allvue is a recognized leader in cloud-based technology, AI, data, and services solutions for alternative investment managers in the private capital markets. Our integrated suite of software empowers firms of all sizes, including private equity managers, private debt managers, public credit managers, fund administrators, and banks to streamline operations, enhance data accuracy, and drive superior investment decisions. Allvue has made deep investments in AI research and development as part of its commitment to innovation, which will enable clients to optimize workflows, automate processes, and gain deeper analytical insights across the entire investment lifecycle.
Press Contacts:
Laura Sankowich
Allvue Systems
484.354.3918
[email protected]
Jide Adesesan
[email protected]
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