List of Allvue Investment Accounting Customers
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United States
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 | Insight Source |
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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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Professional Services | 10 | $1M | United States | Allvue Systems | Allvue Investment Accounting | Portfolio and Investment Performance and Planning | 2020 | n/a |
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Banking and Financial Services | 75 | $40M | United States | Allvue Systems | Allvue Investment Accounting | Portfolio and Investment Performance and Planning | 2025 | 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 | 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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Buyer Intent: Companies Evaluating Allvue Investment Accounting
- 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
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