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Investment compliance solutions for private debt and CLO managers to help ensure compliance throughout the trade life cycleGet Started
Allvue’s compliance management software integrates current exposure and market data, offering a robust compliance solution at all stages of the credit trade lifecycle. This includes investment compliance monitoring during hypothetical testing, pre-trade, trade allocation, post-trade, and ongoing portfolio monitoring. Our software is designed for private and public credit managers, ensuring adherence to regulatory compliance across all portfolios in real-time. Stand up funds and make test revisions/additions independently while viewing real-time compliance test results and pre- and post-trade capacities across each fund.
Automate and customize summary & detail reports and dashboards
Utilize test library that includes all industry standard tests for CLO (US and Euro), 40 ACT, SMA, UCITS, BDC, Leverage Facility, Borrowing Base and Muni Fund types
Use configurable trade compliance rules such as best execution and inter-portfolio trading limitations, crucial for adapting to regulatory change
Perform cross-portfolio hypothetical trades & historical compliance analysis, model portfolios and compare scenarios side-by-side for effective risk management
Handle any rule type with powerful rules engine and other derivatives, essential for a comprehensive compliance process
Set restriction capabilities for trades, issuers, assets, and counterparties, offering a complete compliance service solution
An extremely flexible workflow and rules engine built using the .Net framework, Allvue’s Credit platform excels at communicating with other systems and technologies. It’s a leading compliance service, storing and operating upon disparate data within its abstracted security master and data warehouse. This technology automates the workflow and bespoke processes that add operating efficiency, reduce risk, and ensure a seamless compliance process for reporting and monitoring.
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Allvue’s industry-leading solutions can help your business break down barriers to information, clear a path to success, and reach new heights in alternative investments.