Article: Allvue Launches AI Agent

Allvue’s latest innovation in AI, Andi, is making headlines again.  Andi was featured recently in The Drawdown, which profiled the game-changing AI agent now available to private equity and fund administration professionals via our fund accounting platform.

Andi is designed to help users tackle some of the industry’s most complex workflows, such as capital calls, equity pickups, issuer and security setup, fund permissions, and vendor payments. It provides real-time answers drawn directly from Allvue’s product documentation, delivered right inside your browser via a Chrome or Edge extension.

“This innovative technology is seamlessly integrated through its browser extension with Allvue’s fund accounting platform,” said Ivan Latanision, Chief Product Officer at Allvue. “[It] enables professionals to navigate workflows effortlessly, drastically reduce onboarding time and gain immediate expertise, ultimately empowering smarter, faster decision-making.”

Security and data privacy are built into Andi from the ground up. As Frank Vesce, Allvue’s Chief Information Security Officer, explained:

“Client data remains protected at every interaction, processed entirely in-memory without retention, and is never leveraged for training foundational AI models.”

The Drawdown highlights how Andi reflects the broader shift toward agentic AI in private capital markets, technology that not only supports but anticipates and accelerates how professionals work.

Read the full article on The Drawdown to learn more about Andi’s capabilities and how it’s helping firms unlock new efficiencies.

Experience Andi today by downloading the extension for Chrome or Edge.