SOLUTIONS

Investor Portal

Combine configurable dashboards with secure document sharing in an all-in-one investor portal software solution

Getting LPs the information they need

Allvue System’s Investor Portal software solution combines the best of all worlds: highly configurable, feature-rich dashboards, the ability to securely share documents (statements, K-1s, notices), and tools to allow your LPs to update their information right in the system. Keep investors happy with an investment portal solution suite that offers downloadable data, portfolio company information, cash flow analysis, documents and more.

See how we help early-stage VC and PE firms improve investor communications

Discover Allvue’s Equity Essentials Solution Sets

Features & Benefits

Present a fully branded experience with customizable colors, logos and graphics

Access an LP community over 90,000 strong, including some of the world’s leading Endowments, Foundations, Pensions and Institutional Consultants

Allow investors to securely update bank instructions, FATCA and communication preferences right in the system

Monitor how and when your investors are accessing information

An easy-to-use communication grid allows LPs to designate who gets what

Intuitive, highly configurable dashboards put the right data at your fingertips

Our Technology

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

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