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Investor Portal Software

Access customizable dashboards, secure document sharing, and best-in-class communication tools via our out-of-the-box private equity investor portal software solution.

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A flexible and intuitive investor portal software solution

Allvue’s best-in-class Investor Portal equips GPs with a robust and powerful LP communication solution that can be stood up quickly. By joining the 90,000+ users already on our platform, you can automate key notice generation and distribution, easily brand your portal and track user activity, and empower LPs to self-service their reporting needs and ad hoc inquiries.

What sets Allvue’s Investor Portal apart:

  • Out-of-the-box configurability means you can get your enterprise-level portal up and running in a matter of weeks
  • Customizable investor dashboards allow LPs to self-service their reporting needs and easily update their preferences
  • Automated report distribution capabilities meaningfully streamline workflows and reduce risk, while still letting you customize each LPs delivery preference

Learn how our investor portal integrates with our emerging manager solution set to improve investor communications

Discover Allvue’s Equity Essentials Solution Sets

Get a best-in-class investor portal that’s available out-of-the-box

We know that emerging managers and growing venture capital firms often need investor portal environments that can be stood up quickly to meet immediate investor need. So we’ve designed a standalone investor portal solution that offers our robust functionality and customizability in an out-of-the-box package requiring minimal implementation.

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Investor Portal Screenshot
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Discover an enterprise-level, industry-leading investor relations platform

Our investor portal software solution also seamlessly integrates with our back-office platform, offering streamlined functionality, reduced risk, and increased data integrity. With Allvue, a single source of data can flow into your Investor Portal from:

  • Fund Accounting – Our award-winning true general ledger built specifically for the needs of the private capital markets
  • Business Intelligence – Our data analysis solution allows you to easily visualize data and create reports

Because of this in-depth integration, our investor relations platform allows you to easily create notices and financial statements using direct data from our Fund Accounting solution, and then in the click of a button post those statements to the investor portal.

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What you get with Allvue’s investor portal

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

Praise from our industry-leading equity clients

"Given Allvue's long history in helping GPs with their reporting needs, it was clear they know what LPs are looking for."

– Brian Murphy,
FINANCIAL CONTROLLER

Corporate Accounting Technology

Powered by Microsoft

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.

This provides multiple benefits for our investor portal users, including:

  • It allows us to leverage Microsoft’s extensive research and development capabilities to keep our users on the cutting edge – even as the cutting edge evolves
  • It allows us to provide a cloud-based environment that does not require costly upgrades, unlike many of our competitors
  • It offers a modern, intuitive user experience that is already universally familiar

Frequently asked questions about our investor portal

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Is Allvue’s investor portal available as a standalone solution or as part of a package?

Allvue’s investor portal is available both as a standalone solution, and as a key module in our fully-integrated private equity suite.

For emerging managers and growing private equity and venture capital firms, our standalone solution allows them to get moving quickly with a best-in-class solution that can meet and exceed their investors’ needs.

Additionally, because our solution can be fully integrated, it doesn’t back managers into a point solution they are likely to quickly outgrow. Instead, it offers a smooth and scalable pathway for growth so that they can build a tech stack on Allvue’s industry-leading platform while they build their company.

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Is Allvue’s investor portal customizable?

Allvue’s investor portal is highly customizable. Users can white label their portal with specific branding, logos, colors, and images for a look that accurately reinforces their company brand. Additionally, GPs can control content access with administration capabilities available directly within the portal. Finally, users can build intuitive, highly configurable dashboards that give limited partners access to the data points most important to them.

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Why should I choose Allvue’s investor portal instead of a competitor’s?

We believe our investor portal stands apart from the competition because:

We are built on Microsoft, which allows us to offer a cloud-based, intuitive environment that, unlike many of our competitors, doesn’t require costly upgrades.

Our solution requires minimal implementation time as opposed to many of our competitors who have lengthy and costly onboarding processes.

Our solution integrates seamlessly with our industry-leading platform. Allvue offers award-winning back-office solutions, including our best-in-class fund accounting software system. Our investor portal offers an entry-point into that ecosystem so that users can easily scale their tech stack along with their firm.

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