Allvue in Action: Enhancing your Investor Experience

March 2, 2023

In this two-minute demo, Solutions Engineer Douglas Closs shows how Allvue’s Investor Portal can help you enhance your investor experience. See how you can provide investors with a tailored portal experience that promotes transparency and moves investor reporting and sensitive communications onto a secure platform.

Learn how Allvue helps emerging venture capital and private equity funds supercharge their growth with private equity reporting, accounting, and investor communication solutions.



Hi, I’m Douglas Closs, and I wanted to take a couple of minutes to show you how Allvue’s Investor Portal can improve communication with your investors.

In this video, we’ll show you how the platform accentuates the LP experience and allows them to self serve their reporting needs, saving time for GP back-office teams. Let’s get started.

Allvue’s dynamic dashboards and intuitive communication controls ensure fund managers can get the right information to the investors when they need it. Your investors can use the portal to download and view documents and update information like wire instructions and communication preferences via the interactions tab.

The portal offers a variety of dashboarding and reporting capabilities, including drill-through reporting, accessible via the account summary dashboard. Here, LPs can quickly and easily access all the reporting they need. The portal also integrates with Microsoft PowerBI, where GPs can easily customize and configure dashboards, allowing investors to access the data points most important to them. This can help cut down on the number of ad hoc data requests investors will send to the GP.

Finally, Allvue allows for complete white labeling for GPs, handing you complete control to customize branding, colors, images, logos, and administration and permissioning capabilities directly within the portal.

Thanks for watching. To learn more about improving your investors’ experience with Allvue’s Investor Portal, visit AllvueSystems.com

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At Allvue, we’re committed to harnessing technology and expertise to tackle the biggest challenges facing the private capital space. Our Resources hub, offering blog articles, whitepapers, case studies, videos, and more, shares industry best practices and reflects the experience and learnings of top Allvue experts and our partners motivated to see this industry continue to grow and thrive.

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