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.

Features & Benefits


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


Access an LP community over 90,000 strong, including the majority 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


CIOs • Investment Analysts • Allocators • Consultants

from over 18,000 the world’s leading LPs get their information via the Allvue platform, including:

20 of the 20 largest
U.S. Multi-Family Offices

23 of the 25 largest
Global Insurance Companies

73 of the 75 largest
U.S. Pension Plans

99 of the 100 largest
U.S. Endownments

48 of the 50 largest
U.S. Foundations

49 of the 50 largest
Institutional Consultants

23 of the 25 largest
European Pension Funds

25 or the 25 largest
Sovereign Wealth Funds

Our Technology

Built within Microsoft’s enterprise framework, Allvue’s Investor Portal solution leverages Microsoft SharePoint 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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