Research Management

Streamline your research, decisioning, and monitoring with best-in-class research management software

Easier research integration

Allvue’s Research Management software streamlines the collection and distribution of your firm’s research, investment decisioning and monitoring, and integrates it with your portfolio management and trading activities. Leverage an investment research management solution that features a broad set of capabilities and data via integration with Allvue’s other modules, as well as third-party systems and data services.

Features & Benefits


Manage and automate investment pipeline, review, decision making, approval and monitoring processes


Capture, organize and report analyst credit & industry commentary, underwriting analysis, investment rationale and attachments


Assemble and report on company financial data without redundant data entry


Access a fully audited history of information related to all deals reviewed


Automate deal pipeline, investment approval, credit management and monitoring reports


Easily identify missing or bad data across your entire organization

Our Technology

As an extremely flexible workflow and rules engine built using the .Net framework, Allvue’s Credit platform excels at communicating with other systems and technologies, storing and operating upon disparate data within its abstracted security master and data warehouse, and automating the workflow and bespoke processes that add operating efficiency and reduce risk.

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