SOLUTIONS

Investor Portal

Combine configurable dashboards with secure document sharing

Getting LPs the information they need

Allvue System’s Investor Portal software 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

01

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

02

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

03

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

04

Monitor how and when your investors are accessing information

05

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

06

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 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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