Investor & Investment Management

Maximize relationships with a complete communications platform for your entire firm

Transform your data

Allvue’s Investor & Investment Management software solution empowers today’s Investor Relations and Deal professionals with all the tools they need to maximize their most important asset: information. Never miss an opportunity with a CRM that tracks prospects, investors, and deal opportunities, while utilizing native apps for tablets and smartphones to keep crucial information at your fingertips.

Features & Benefits


Organize investor and prospect information with a single solution


Reach your fundraising target by tracking all prospect interactions, including emails, calls, appointments and tasks


Fully integrated with Allvue’s Fund Accounting and Investor Portal solutions


Access all of the information and features you need right inside Microsoft Outlook


Create your own fields, dashboards, pages and reports


Built on top of Microsoft Dynamics – one of the most popular CRM solutions in the world

Our Technology

Built within Microsoft’s enterprise framework, Allvue’s Investor & Investment Management solution leverages Microsoft Dynamics and Azure applications, with a multi-layered security stack provided across physical datacenters, infrastructure, and operations. Allvue meets industry-specific compliance standards, such as SOC1 and SOC2.

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