List of Allvue Investment Accounting Customers
Allvue Systems
396 Alhambra Circle 11th Floor,
Coral Gables, 33134, FL,
United States
Coral Gables, 33134, FL,
United States
1 305-901-7060
Professional Services
600
$139M
Since 2010, our global team of researchers has been studying Allvue Investment Accounting 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 Investment Accounting for Portfolio and Investment Performance and Planning 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 Investment Accounting for Portfolio and Investment Performance and Planning include: Berkshire Partners, a United States based Banking and Financial Services organisation with 1372 employees and revenues of $1.12 billion, Hamilton Lane, a United States based Banking and Financial Services organisation with 700 employees and revenues of $528.0 million, Trident Trust, a United Kingdom based Banking and Financial Services organisation with 1000 employees and revenues of $400.0 million, Ksl Capital Partners, a United States based Banking and Financial Services organisation with 1035 employees and revenues of $290.0 million, Sagard US, a United States based Banking and Financial Services organisation with 400 employees and revenues of $280.0 million and many others.
Contact us if you need a completed and verified list of companies using Allvue Investment Accounting, 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 Investment Accounting 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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1315 Capital | Banking and Financial Services | 10 | $1M | United States | Allvue Systems | Allvue Investment Accounting | Portfolio and Investment Performance and Planning | 2017 | n/a |
In 2017, 1315 Capital deployed Allvue Investment Accounting in the Apps Category . 1315 Capital uses Allvue Investment Accounting on their website to centralize investment accounting and fund level reporting for the firm's private capital activities.
The deployment is web hosted and configured to support core investment accounting functions including fund and partnership accounting, general ledger posting, net asset value calculation and investor reporting, reflecting standard Allvue Investment Accounting capabilities. Configuration targeted chart of accounts, fund structures, fee and waterfall schedules and automated accounting rules to support periodic close and fee calculations.
Operational coverage includes portfolio accounting, finance and back office workflows at the firm, accessed through the firm's website interface with role based access controls and system driven reconciliations to enforce accounting controls. Governance emphasizes close sequencing and reconciled postings to support auditability within the Allvue Investment Accounting environment.
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Accomplice Fund I | Banking and Financial Services | 20 | $2M | United States | Allvue Systems | Allvue Investment Accounting | Portfolio and Investment Performance and Planning | 2019 | n/a |
In 2019, Accomplice Fund I implemented Allvue Investment Accounting. Allvue Investment Accounting was deployed on their website to centralize fund accounting and investor reporting workflows for a small private fund manager. Configuration emphasized Investment Accounting capabilities typical for the category, including general ledger processing, NAV calculation, and capital activity tracking to support bookkeeping and investor statements. The implementation targeted finance and investor relations functions within the organization's US operations.
Architecturally the solution provided web-accessible interfaces for an investor portal and internal accounting users, with role-based access controls and audit trails to support compliance and operational transparency. Operational adoption concentrated on core accounting workflows and reporting cadence, aligning configuration and process ownership within the finance function. Governance measures included centralized configuration management and procedural controls for accounting close and investor communications, reflecting a small-team rollout model.
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Alcentra | Banking and Financial Services | 200 | $134M | United Kingdom | Allvue Systems | Allvue Investment Accounting | Portfolio and Investment Performance and Planning | 2016 | n/a |
In 2016, Alcentra implemented Allvue Investment Accounting in the Investment Accounting category. The deployment focused on core fund and portfolio accounting capabilities, with Allvue Investment Accounting configured for portfolio accounting, net asset value calculation, general ledger posting, investor reporting, and automated reconciliation workflows. The implementation targeted Alcentra's investment operations and finance functions in the United Kingdom, centralizing accounting across multiple fund entities under a consistent chart of accounts and configurable accounting rules.
Operational governance established a centralized configuration and control model, with finance owning chart of accounts and month-end close processes while operations managed transaction processing and reconciliation execution. Rollout proceeded in phases across fund entities, supported by role-based training and documented accounting and reporting procedures to embed standardized workflows. The deployment aligns Allvue Investment Accounting with investment accounting functional terminology and positions Alcentra to maintain consistent fund accounting and investor reporting processes.
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Apm I Cloverlay L P | Professional Services | 10 | $1M | United States | Allvue Systems | Allvue Investment Accounting | Portfolio and Investment Performance and Planning | 2020 | n/a |
In 2020, Apm I Cloverlay L P deployed Allvue Investment Accounting for Portfolio and Investment Performance and Planning to support investment accounting and investor reporting functions. The company is a United States professional services firm with approximately 10 employees and publicly references Allvue Investment Accounting on its website, indicating a visible integration point for client reporting or vendor attribution.
The deployment emphasizes core investment accounting capabilities commonly associated with the category, including general ledger and fund accounting, NAV calculations, automated reconciliations, and investor reporting workflows. Allvue Investment Accounting was configured to support bookkeeping, fee and expense allocations, and periodic investor statements that align with small fund operational requirements.
Operational scope concentrates on finance and portfolio administration, consolidating accounting and reporting tasks for the small team. Governance is organized around role based access controls and defined reconciliation cycles to support regular reporting and compliance oriented workflows, with reporting surfaced to the company website for client visibility.
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Arcline Investment Management | Banking and Financial Services | 75 | $40M | United States | Allvue Systems | Allvue Investment Accounting | Portfolio and Investment Performance and Planning | 2025 | n/a |
In 2025, Arcline Investment Management deployed Allvue Investment Accounting and is surfacing Allvue Investment Accounting functionality through its corporate website. This implementation supports Portfolio and Investment Performance and Planning functions for fund accounting, investor reporting and portfolio performance workflows.
Configuration emphasizes core fund accounting workflows, general ledger posting, NAV calculation, investor reporting and performance measurement, reflecting standard functional modules in the Portfolio and Investment Performance and Planning category. Operational coverage centers on finance, fund accounting and investor relations teams, with role based access and web surfaced reporting for external stakeholders. Governance focused on standardizing accounting workflows and automating reconciliation and valuation controls to support monthly close and investor communications.
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Banking and Financial Services | 10 | $1M | United States | Allvue Systems | Allvue Investment Accounting | Portfolio and Investment Performance and Planning | 2016 | n/a |
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Banking and Financial Services | 1372 | $1.1B | United States | Allvue Systems | Allvue Investment Accounting | Portfolio and Investment Performance and Planning | 2021 | n/a |
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Banking and Financial Services | 10 | $1M | United States | Allvue Systems | Allvue Investment Accounting | Portfolio and Investment Performance and Planning | 2019 | n/a |
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Banking and Financial Services | 50 | $22M | United States | Allvue Systems | Allvue Investment Accounting | Portfolio and Investment Performance and Planning | 2019 | n/a |
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Banking and Financial Services | 600 | $168M | Canada | Allvue Systems | Allvue Investment Accounting | Portfolio and Investment Performance and Planning | 2020 | n/a |
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Showing 1 to 10 of 89 entries
Buyer Intent: Companies Evaluating Allvue Investment Accounting
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Allvue Investment Accounting. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Allvue Investment Accounting for Portfolio and Investment Performance and Planning include:
- Laoch Services, a United States based Professional Services organization with 10 Employees
- Eze Castle Integration, a United States based Professional Services company with 900 Employees
- AdvancedAIS, a Canada based Banking and Financial Services organization with 15 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Allvue Investment Accounting Coverage
Allvue Investment Accounting is a Portfolio and Investment Performance and Planning solution from Allvue Systems.
Companies worldwide use Allvue Investment Accounting, from small firms to large enterprises across 21+ industries.
Organizations such as Berkshire Partners, Hamilton Lane, Trident Trust, Ksl Capital Partners and Sagard US are recorded users of
Allvue Investment Accounting for Portfolio and Investment Performance and Planning.
Companies using Allvue Investment Accounting are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using Allvue Investment Accounting are most concentrated in United States and United Kingdom, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Allvue Investment Accounting across Americas, EMEA, and APAC.
Companies using Allvue Investment Accounting range from small businesses with 0-100 employees - 70.79%, to mid-sized firms with 101-1,000 employees - 26.97%, large organizations with 1,001-10,000 employees - 2.25%, and global enterprises with 10,000+ employees - 0%.
Customers of Allvue Investment Accounting include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Allvue Investment Accounting customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Performance and Planning.