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Investor Portal
Software

Access customizable investor dashboards, secure document sharing, and best-in-class investor 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 Investor Portal software stands out as a robust and powerful solution for general partners (GPs), providing an exceptional platform for investor relations and communication. Our platform automates key investor notice generation and distribution, allows easy branding of your investor dashboard, and facilitates efficient tracking of investment activity and portfolio performance.

Rapid deployment

Out-of-the-box configurability for quick implementation, essential for private equity firms, venture capital firms, and other investment firms seeking immediate solutions

Customizable dashboards

Empowering limited partners (LPs) with self-service reporting and preference settings, enhancing investor satisfaction and investment management efficiency

Automated report distribution

Streamlined workflows and reduce risk with automated document and report distribution, tailored to each LP’s delivery preferences

Are you an emerging private equity manager?

Private equity firms in growth mode face unique challenges. They must provide top-tier client communications like larger firms, but with fewer resources. Meeting investor demands is crucial, yet they lack the manpower to address queries effectively.

Emerging PE firms require tailored solutions. Allvue offers Private Equity Essentials, including accounting, reporting, and investor communication tools, addressing the challenges of growing firms. Discover how the Investor Portal enhances communications within our emerging manager solution set.

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What you get with
Allvue’s Investor Portal

  • 01

    Branding capabilities

    Create a fully branded investor experience with customizable design elements.

  • 02

    Large LP community

    Connect with an LP community over 90,000 strong, including some of the world’s leading endowments, foundations, pensions and institutional consultants.

  • 03

    Secure data management

    Investors can securely manage banking, FATCA, and communication preferences.

  • 04

    Investor monitoring

    Track investor access and interactions for improved investor relations and satisfaction.

  • 05

    User-friendly interface

    Designate communication preferences easily with an intuitive communication grid.

  • 06

    Configurable dashboards

    Access vital data effortlessly with highly configurable dashboards.

Enhancing your investor experience

Allvue’s Investor Portal can help you enhance your investor experience. See how you can provide investors with a tailored portal experience that promotes transparency and moves sensitive communications onto a secure platform.

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Streamlining investor communications

Allvue can help you seamlessly generate investor notices, such as a capital call, in an end-to-end process that takes as little as ten minutes. Learn how Allvue helps emerging venture capital and private equity funds supercharge their growth with accounting, reporting, and investor communication solutions.

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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 data centers, 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:

Cutting-edge technology

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

Cloud-based environment

It allows us to provide a cloud-based environment that does not require costly upgrades, unlike many of our competitors

Intuitive user experience

It offers a modern, intuitive user experience that is already universally familiar

Discover an enterprise-level investor relations platform

Our Investor Portal solution seamlessly integrates with our Fund Accounting solution (built for the needs of private capital markets) and Business Intelligence data visualization tool to deliver streamlined functionality and a single source of data to flow into your Investor Portal. With this integration, Fund Accounting provides powerful data to create financial statements and notices that can be uploaded directly to the Investor Portal, granting investors ease of access and greater visibility to financial performance.

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How does Allvue compare to other
private capital software vendors?

As the private equity space has exploded with growth over the last few decades, so has the private equity software landscape. We’re confident Allvue offers the best solution on the market to help you make the most informed decisions for your portfolio.

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  • Out-of-the-box front-to-back office solution with built-in industry best practices and flexible deployment
  • Cloud-based scalability with a robust integration and API ecosystem to grow with your firm
  • One home for your data with standardized reports and customized dashboards
  • Corporate, fund, and investment accounting from single market-leading provider

Allvue helps Standish deliver superior service
to their clients

“At Standish, our goal is to provide our clients with a seamless, customized experience... that’s why we chose Allvue’s solution set. With Allvue, we’re able to quickly and easily meet their needs and requests in a bespoke way.”

Susan Gillick
President, Standish Management LLC

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Discover our award-winning
private capital solutions

Frequently asked questions about our investor portal

Starting your search for the right investor portal solution? Here are some FAQs the Allvue team commonly fields:

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, Allvue offers several Essentials solutions sets to meet the unique needs of your firm, whether your in private equity, venture capital, or private debt or private credit. The Essentials solutions allows firms to get moving quickly with a best-in-class solution to meet and exceed their investors’ needs. Available Essentials offerings include:

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.

 

 

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.

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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Allvue saves us days. I’m not even talking hours— it saves us days.

Susan Gillick
President, Standish Management

Allvue’s software is trusted by private equity, venture capital, private credit, CLOs, and fund administrators globally.

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