List of Allvue Fund Administration Customers
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Since 2010, our global team of researchers has been studying Allvue Fund Administration customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Allvue Fund Administration for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Allvue Fund Administration for Portfolio and Investment Management include: Praxis, a United Kingdom based Professional Services organisation with 800 employees and revenues of $200.0 million, Phoenix Fund Services, a United States based Banking and Financial Services organisation with 10 employees and revenues of $3.0 million, White Oak Management Luxembourg, a Luxembourg based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Allvue Fund Administration, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Allvue Fund Administration customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Phoenix Fund Services | Banking and Financial Services | 10 | $3M | United States | Allvue Systems | Allvue Fund Administration | Portfolio and Investment Management | 2024 | n/a |
In 2024, Phoenix Fund Services went live with Allvue Fund Administration to support fund accounting and the Investor Portal for its U.S. fund administration operations. The deployment targeted fund accounting and investor relations and process areas, with Allvue’s Fund Accounting and Investor Portal explicitly referenced in the public announcement. The implementation aligns with the Apps Category .
Configuration and functional focus centered on Allvue Fund Administration modules for fund accounting workflows, investor reporting, and the investor portal experience, enabling enhanced reporting, deeper portfolio insights, and a modern investor experience as described in the release. Operational coverage was the U.S.-based administrator and emphasized back office accounting and investor relations processes, with governance activities to align reporting cadence and investor communications ahead of the late 2024 go live.
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Praxis | Professional Services | 800 | $200M | United Kingdom | Allvue Systems | Allvue Fund Administration | Portfolio and Investment Management | 2025 | n/a |
In 2025, Praxis implemented Allvue Fund Administration, Apps Category . Praxis deployed Allvue’s Fund Administration Essentials to deliver scalable fund administration and reporting services initially focused on the Middle East, improving fund accounting and investor transparency for its clients in the region.
The Allvue Fund Administration deployment centers on fund accounting and investor reporting capabilities inferred from the announcement, with configuration aligned to standardized fund accounting ledgers, NAV calculation workflows and investor statement generation typical of fund administration platforms. Allvue Fund Administration was provisioned to support automated reporting pipelines and consolidated investor transparency processes, reflecting category-aligned functional workflows for fund accounting and investor services.
Operational scope is concentrated on Middle East mandates, where Praxis centralized fund administration and investor reporting for regional clients, enabling tighter control over reporting cadence and data reconciliation procedures. Governance adjustments focused on standardizing reporting workflows and operational handoffs between fund administration, finance and investor services teams, with a staged rollout approach for regional coverage and ongoing configuration tuning for reporting requirements.
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White Oak Management Luxembourg | Banking and Financial Services | 10 | $1M | Luxembourg | Allvue Systems | Allvue Fund Administration | Portfolio and Investment Management | 2025 | n/a |
In 2025 White Oak Management Luxembourg implemented Allvue Fund Administration Essentials to power its fund administration and transfer agent operations on Allvue’s platform, aligning its deployment with the Fund Administration category. The implementation was announced as live on Allvue’s platform in 2025 and targets fund administration, transfer agent, fund accounting and investor reporting operations in Luxembourg.
The deployment centers on Allvue Fund Administration Essentials and uses the application modules for transfer agent, fund accounting and investor relations investor reporting. Configuration work focused on standard fund accounting ledgers, investor recordkeeping and transfer agent transaction workflows, with automation applied to reconciliation and periodic investor reporting cadence.
Operational scope is concentrated in the Luxembourg market, supporting fund administration and transfer agent processes for White Oak Management Luxembourg. The solution is hosted on Allvue’s platform and structured to support end to end investor lifecycle workflows, investor communications and regulatory reporting workflows typical of Fund Administration implementations.
Governance and process workstreams were adjusted to align operational roles with the new automated workflows and reporting outputs, establishing procedures for investor data stewardship and transfer agent operations. The announcement states the implementation was intended to deliver streamlined operations, automated workflows and improved reporting as primary benefits.
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