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Trade Order Management
Software

Organize and streamline daily trade workflows across asset classes, enhancing operational efficiency and compliance for investment firms and asset managers

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Elevate your trading efficiency
with a trade order management solution

Allvue’s Trade Order Management offers trading efficiency and compliance by organizing and streamlining daily workflows associated with trading any asset class (e.g. bank debt, bonds, ABS/MBS, equities, FX, swaps, and other derivatives). Our solutions offer a full-featured trade blotter that includes a built-in asset-class modeling tool, foreign exchange support, and integration with master feeds.

Efficient trade execution

Our platform enables efficient advanced order management, including real-time trade monitoring and automated order routing, minimizing errors and optimizing trade outcomes

Compliance and risk management

Navigate complex regulatory requirements and ensure adherence to portfolio guidelines by monitoring trading activity in real-time and generating audit trails

Seamless integration and connectivity

With support for multiple asset classes and trading protocols, plus flexible API integrations, streamline workflows and gain access to timely market data to enhance operational efficiency

Allvue's Trade Order Management
Features & Benefits

  • 01

    Versatile investment support

    Our order management solutions support a comprehensive set of global investment instruments, catering to private debt investment firms and credit asset managers

  • 02

    Efficient stakeholder coordination

    Coordinate trading between stakeholders with highly configurable trade workflow, data, documentation and reporting, essential for maintaining operational efficiency

  • 03

    Automated trade allocations

    Automate trade allocations subject to portfolio compliance requirements

  • 04

    Seamless third-party integration

    Enable two-way integration with third-party trade execution and settlement platforms

  • 05

    Diverse asset handling

    Manage complex asset classes such as loan strips, multi-legged swap trades, repos, and other derivatives

  • 06

    Controlled access management

    Access Restricted List functionality by issuer, asset, asset type, and counterparty for robust compliance and risk management

Leverage Allvue’s
suite of solutions

Allvue’s Trade Order Management solution integrates with Portfolio Management and other Allvue modules to deliver a comprehensive solution—including Pipeline Management, Research Management, and Compliance—to help you manage your investments and optimize decision making.

Pipeline Management

Optimize deal management with deal tracking software designed to effectively monitor opportunities and potential investors across every interaction.

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Research Management

Streamline the collection and distribution of your firm’s research and integrate it with your investment and trading activities.

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Compliance

Integrate real-time exposure and market data to deliver compliance at all stages of the credit trade lifecycle.

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How does Allvue compare to other credit software solutions?

As credit portfolios grow and strategies evolve, fund managers require sophisticated solutions to manage the inherent complexity associated with this asset class. Allvue's software covers the full investment management lifecycle and provides the flexibility to grow as you grow.

SEE HOW ALLVUE COMPARES

  • End-to-end, front-to-back-office solution with built-in industry best practices and flexible deployment
  • Centralized home for your data management with standardized reports and customized dashboards
  • Flexible workflows to meet your unique needs -- from out-of-the-box solutions to highly customized configurations
  • Driven by the largest funds to meet the evolving needs of top-ranked credit managers

Our Trade Order Management
Technology

As an extremely flexible workflow and rules engine built using the .Net framework, Allvue’s OMS platform excels in communicating with other systems and technologies. It operates upon disparate data within its abstracted security master and data warehouse, integrating market data and order flow insights. This technology automates the workflow and bespoke processes, which adds to the operating efficiency and risk reduction, crucial for portfolio managers.

Scalability

We provide a cloud-based environment that does not require costly upgrades – unlike many of our competitors.

Innovation

We leverage extensive research and development capabilities to keep our users on the cutting edge – even as the cutting edge evolves.

Efficiency

We offer a modern, intuitive user experience that is already universally familiar – so users can get started quickly.

Allvue allowed AlbaCore to take control of their systems to help grow their business

“We pride ourselves on our market agility... and require a technology partner that supports not only flexible workflow systems but one that continually optimizes its offerings… We consider Allvue as a strong pillar of our technology base that will support our growth with efficiency and innovation at the core.”

Matthew Courey
Founding Partner, COO, AlbaCore Capital Group

READ THE CASE STUDY

Discover our award-winning
private capital solutions

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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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